Fraser McCaslin – Chartered Financial Planner
Fraser McCaslin
Fraser is a Chartered Financial Planner and joined Attivo in 2018. He is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Fraser holds the following Advanced Financial Planning Papers::
- Personal tax and trust planning
- Pension transfers
- Investment planning
- Financial planning process
Learn more about Fraser and life outside of work in our video.
This video is intended for information only. It is not financial advice or a recommendation and should not be considered as such. If you are unsure whether an investment is right for you, please seek independent financial advice. If you choose to invest, please remember the value of investments and any income derived from them can fall as well as rise and you may get back less than you put in.