Fraser Kerr
Financial Planner & Regional Director
Stirlingshire
About me
I’m Fraser, a Regional Director with abrdn Financial Planning. We offer free planning support and specialist financial advice across the UK, to help you make the most of your money for your life.
My strong belief is that financial planning is first and foremost, about people (despite the technical and analytical side to it!). It’s about really understanding the unique position of the individuals, couples and families that we work with, and tailoring my approach and recommendations to their needs.
The importance of having confidence in your finances cannot be understated. It is connected to and can impact on so many parts of your life. It’s incredibly rewarding to see the peace of mind and financial confidence that sound financial planning can give to people - it certainly just isn’t about the numbers, it’s about life.
Away from work, I enjoy traveling and spending time with friends and family. Keeping active and a little bit of healthy competition goes a long way to keeping me entertained!
My details
I like helping people on:
Pension transfers
Pensions – Getting started
Pensions - Approaching retirement
My qualifications:
Diploma in Financial Planning
My charging model:
Ongoing % fee