0330 038 8939
Based in Warwick
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Frazer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Frazer's status
Last checked: 12 July 2025
Frazer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Frazer's status
30
Recent Client Reviews
Frazer has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Frazer has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Frazer has not yet added their qualifications to their profile
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Frazer has not yet added their qualifications to their profile
Transparent Fees
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Checks carried out by VouchedFor
FCA status: Certified by Firm
Frazer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Frazer's status
Last checked: 12 July 2025
Frazer is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Frazer's status
30
Recent Client Reviews
Frazer has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Frazer has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Frazer has not yet added their qualifications to their profile
Qualifications not yet added
Frazer has not yet added their qualifications to their profile
Transparent Fees
Frazer has not yet added their fees to their profile
Fees not yet added
Frazer has not yet added their fees to their profile
Following University, Frazer joined NFU Mutual in their Pension and Investments team where he gained valuable experience over the course of three years. Frazer then went on to work at a local IFA practice where he continued developing his knowledge and skills within financial services and held various roles ranging from Administrator through to Paraplanner. Frazer joined Beaufort Wealth Management in September 2020 and has been a client facing Financial Adviser since June 2022. Frazer holds the Level 6 Advanced Diploma in Financial Planning and is a Chartered Financial Planner as well as a Fellow of the Personal Finance Society - the highest and most prestigious level of professional achievement. Frazer is able to offer advice on a wide range of financial planning issues covering areas such as pensions, investments and protection.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Frazer's clients
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