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Teresa Fraser

Chartered Financial Planner, APFS

I have devoted my working life, now spanning in excess of 36 years, to helping others make the most of their money and realise their financial goals. I am highly experienced as a Financial Adviser having worked in various capacities within the industry including banking and financial investment.

About

With the hectic lifestyles we all experience today very few people have the time or often the inclination to manage their finances effectively. That’s hardly surprising as the financial world we live in is complex and fast changing.

I recognise that each of my clients is unique and as such deserve a bespoke service tailored to their own financial needs. However, what I have found all clients want, is to be understood and respected whatever level of advice they are seeking and furthermore they want to understand, in plain English, the recommendations made to them by someone they can trust.

These facts form the ethos of my approach. With core values of excellence of service and above all integrity I will work closely with you to build a lifelong relationship based on trust and an in depth understanding of your financial aspirations. This will allow me to provide you with the wealth management solutions that satisfy your needs now and in the future.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 30/07/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.