“You are hand-holding people and guiding them through their financial lives. Even if it means a four-hour car journey it’s about meeting our clients face to face and building a natural rapport.”
- Locations
- Leeds
Fraser joined RBC Brewin Dolphin in 2001 and is an Investment Manager. He manages portfolios for a range of clients from private individuals to companies, SIPPs and trusts.
He also has extensive experience in Court of Protection work through his strong network of professional services contacts including solicitors. That involves helping people who have had catastrophic injuries and can’t look after their own financial affairs and portfolios.
Fraser began his financial services career in 1998 with Leeds based stockbrokers Broadbridge working on the dealing desk where he specialised in derivatives trading. In 2001 RBC Brewin Dolphin bought the business and Fraser joined the Leeds office. He is a Chartered Fellow of the CISI and a Chartered Wealth Manager.