INVESTMENTS FOR A BRIGHTER FUTURE
We believe our investment management approach provides our clients with the best chance to achieve superior returns over the medium to long term. With Fraser & Reid we can help you invest in a brighter future for you and your family.
WE'RE ON HAND TO HELP
Fraser & reid

We focus on your life goals and then create and support you to maintain the right investment strategy to secure your financial future. Whether you are looking to invest for income, growth or a combination of the two, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals. We offer a range of individual funds and risk-rated Portfolios to help spread your investments across a wide range of asset types and countries.

With our holistic approach to financial planning, we work in close partnership with our clients.  We find that working with you, we can ensure you stay on track to meet your financial goals and with our advanced cashflow modelling techniques, we can even consider how your investments may perform based on changes happening around the world.

Our Chartered Financial Planners are here to help you with every step
The Service

Being able to call upon the services of an adviser who understands your personal circumstances and who focuses on building and maintaining a long term relationship enables you to benefit from a source of trusted advice as your financial needs evolve over the years.

Putting you firmly at the centre of everything we do is core to our culture, this enables us to run a genuinely client focused business based on building long term relationships built on mutual respect.

As a Chartered Financial Planner, the gold standard for financial advice, you can rest assured that we are committed to the highest professional standards and proudly uphold ethical standards.

PERSONAL
100%
COMMITMENT
100%
UNDERSTANDING
100%
THE INVESTMENTS ON OFFER FOR YOU AND YOUR FAMILY
services
FINANCIAL LIFE JOURNEY

Our Chartered Financial Planners will sit down with you to help understand your financial goals and then support you to achieve them.  This is a great way to ensure you manage your finances effectively and to take appropriate steps at the right time.

ISA'S
ISAs are one of the most popular and tax-efficient ways to save and invest for the future. The ISA allowance for the 2021/22 tax year is £20,000, with full flexibility in the use of cash and investments within the overall annual limit. A well-diversified and balanced portfolio creates the appropriate strategy for income or capital growth.
Junior ISAs
The younger generation is facing new and difficult financial challenges as they grow up in the modern world: the challenge of getting on the property ladder and, further ahead, the prospect of having to work longer and make provision for an income in retirement. Junior ISA can help give a head start to saving.
GROWTH & INCOME
Growth Portfolios are designed with the aim of helping investors build up the value of their wealth and achieve capital growth over the medium to long term. They could be suited to those who might be, for example, investing for retirement or saving to pay future tuition fees. There are six Growth Portfolios, with differing levels of risk.
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