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Fraser Alexander

Financial Adviser DipPFS in Ipswich

A little bit about Fraser

Everyone has differing and individual financial aims, objectives and tolerance to risk. I pride myself on making sure I understand a client’s circumstances before sharing with them, the relevant opportunities that are more likely to be of interest. I am passionate about delivering tailored, professional advice. I work with my clients to:

  • • Plan for the future
  • • Protect their wealth
  • • And enjoy their financial independence.

I ensure my financial recommendations are bespoke to each individual, with consideration of tax-efficiency and lifestyle management.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

General Insurance

Home contents insurance, buildings insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Testimonials

Deborah H.

Q. What were the circumstances that caused you to initially look for an adviser?

A. I needed support and advice to provide a pension for later life. As I knew nothing about investments or pensions.

Q. How has Fraser helped you?

A. Fraser was able to explain things to me on a level that made a difference.

Q. Have you seen the outcome you were hoping for?

A. Yes I’ve seen a good outcome and just what I was hoping for.

Q. What could Fraser have done better?

A.  Everything that has been done was great and I can’t think of anything that could have made the experience and outcome better.

Location

Fraser's location

Ipswich
Suffolk
United Kingdom

Fraser is located in Ipswich and offers expert financial advice to suit your needs.

More about me

Receiving financial advice should be an informative and inspirational process, providing reassurance that your objectives have been heard and are understood. I allow my clients the opportunity to focus on the things that are important to them, by giving them the peace of mind that they feel part of a team and are supported, by having have a comprehensive plan in place to achieve their financial aims, a service my clients find invaluable.

I specialise in helping families and individuals optimise their financial wealth through a range of advice areas and I am committed to providing a quality ongoing service, so my clients benefit from continued support and expertise. Whether it's ensuring a comfortable retirement, supporting a child's education or building family wealth, I find this career both fulfilling and dynamic.

I’m flexible and can provide face to face consultations, as well as virtual video calls, to suit my clients schedules. I also enjoy playing semi-professional football, golf and various other sports. I’m an animal lover and a keen movie watcher. “Good will Hunting” and “Interstellar” are my top two!

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 07 June 2023.