Lynsey Fraser

I completed my degree in Financial Services and began my career with Save & Invest (now part of Shackleton) in 1999 as a graduate trainee. Over the past 25 years, I have built extensive experience in financial planning, growing with the company and developing a deep understanding of my clients’ needs along the way.

As a diploma qualified Financial Adviser, I specialise in providing advice in a range of areas including investments, retirement and income planning and inheritance tax planning. I am committed to providing high quality, tailored advice taking time to listen and understand individual circumstances, and help clients work toward their long-term goals. For me, building lasting relationships and trust is at the heart of what I do. I pride myself on being approachable, dependable, and focused on achieving positive outcomes for my clients.

Outside of work, I enjoy spending time with my family and friends. My children keep me busy – we love getting outdoors to explore as well as relaxing with pizza and movie nights. I also enjoy good food, live music and when I get a chance, quiet time with a good book.