Verified recordFinancial Services

Fraser Brydon

Business Consultant at Mchb Wealth Management

Based in Galashiels, United Kingdom

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Seniority

Manager

Department

General Business & Management

Location

Galashiels

Industry

Financial Services

Company size

25

Contact information

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Email

1 credit

f•••••••@mchb.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Fraser Brydon

I started my own IFA business, just before Black Monday in 1987, where markets went south and kept on going. With hindsight, it was one of the best things that could have happened; I was forced to reasses what I had been doing and why. My attitude changed from that day until now. I learned to do only what is right for the client and to spend time listening to their needs and objectives. From then I continued my business, sucessfully for another 7 years before selling up and moving back to the Borders. I have worked as an IFA for many years, before returning to my roots and setting up Fraser James Partnership in 2007. With offices in Galashiels in the Scottish Borders and Bathgate in West Lothian, we deal in all aspects of financial planning, from mortgages and protection, to savings, investment and pensions. I achieved my Diploma in Finacial Planning in June 2010, this the industry standard for Financial Advisers. As well as advising clients on a daily basis, I also appear fortnightly on Radio Borders - Money Matters with Fraser Brydon. Specialties: For private clients- Income protection, family protection, life cover - Investment strategies - Equity release, lifetime mortgages - Inheritance tax & capital gains tax mitigation - Retirement and pension planning - Long-term care planning - New mortgages & remortgaging For corporate clients- Self-invested & self-administered pensions - Group personal pension schemes - Corporate investment - Shareholder protection & key person insurance

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