Fraser O'Rourke
Wealth Planner
Based in Glasgow
Diploma in Regulated Financial Planning (DipPFS)
Fraser began his career in Financial Services at Prudential and was there for over 6 years. During this time, he has seen the positive impact Advisers can have on their clients' lives and this has sparked the desire to become one himself. He began the Financial Planning exams and shortly moved into the world of advice by joining a firm in Edinburgh, before joining Succession. He is passionate about building long term relationships with his clients and helping them navigate the complex and overwhelming world of personal finance.
Living in Stirling, I enjoy spending my spare time on the golf course and occasionally playing 5-a-side football (badly!).
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