FRASER SPY FINANCIAL SERVICES - Key Persons
Alison has worked for Fraser Spy since its inception in 1994. On leaving school Alison worked for a major life office until she left to raise a family. Alison provides administrative support and is involved in processing investments and pensions business. She is a well-known voice and face to many Fraser Spy clients.
Away from work Alison enjoys reading and looking after her two grandchildren.
Job Titles:
- Accountant
- Chartered Accountant
Andy Whyte is a Chartered Accountant and previous Chief Executive of Scottish Mutual International & Scottish Provident International. Andy provides valuable management services to Fraser Spy. His accountancy background and wide business experience allow for the management of Fraser Spy to be professionally handled.
Andy is a keen golfer at Pollok Golf Club and has 3 grown up children.
Job Titles:
- Chartered Financial Planner
- Senior Paraplanner
Pamela has been working in financial services for over 15 years after graduating from Glasgow Caledonian University with an Honours degree in Leisure Management.
Throughout her career she has gained considerable experience and knowledge within the Financial Services industry having worked in both large corporate firms and small independent companies, the majority of this time being spent as a Paraplanner. She has now been awarded the Advanced Diploma in Financial Planning allowing her to achieve Chartered Financial Planner status.
Outside of work she is kept busy with family life and looking after her three young children.
Lorna, who is originally from the Isle of Barra, has been working in financial services since 2004 when she graduated from the University of Strathclyde.
Lorna has clients not only in Glasgow where the Fraser Spy office is based but also in the Outer Hebrides, the North East of Scotland and the Orkney Islands. She therefore visits these places on a regular basis to provide face to face meetings with clients and catch up with family and friends!
She has gained experience in many different aspects of financial planning, having started out as a Paraplanner at Fraser Spy in 2012 and progressed into the adviser role. She has strengthened her technical knowledge by undertaking a series of exams and has now been awarded the Advanced Diploma in Financial Planning allowing her to achieve Chartered Financial Planner status.
Donald joined Fraser Spy in 2016 and is currently developing his knowledge in the industry and studying for his Diploma in Regulated Financial Planning.
Donald, like his father Gordon, is a keen golfer and is a member at Pollok Golf Club with a playing handicap of 8. He also has a keen interest in many other sports including Rugby and Football however has decided these are best viewed rather than played in his ‘senior years'. Donald also has a passion for music and has played the guitar since a young age.
Emily joined Fraser Spy in May 2022, after working in the Financial Services sector for the past 4 years and is currently working on the technical side of administration within the office, particularly pension drawdown.
Emily graduated from the University West of Scotland with a Postgraduate Diploma in Songwriting and is part of bluegrass/folk band ‘Quick' within the Scottish music scene. As well as playing the keyboard and singing, she likes to bake cakes in her spare time and is a keen tennis and football player.
Job Titles:
- Chartered Financial Planner
Laura joined Fraser Spy in 2011 after graduating from Glasgow Caledonian University with an Honours Degree in Finance, Investment & Risk. Laura is part of the support staff who provide administrative support to clients and process all aspects of business on the Fraser Spy Wealth Management Platform as well as quotes and applications for Life Assurance.
Outside of work, Laura enjoys socialising and spending time with family. Laura is married with a son called Harry.
Job Titles:
- Chartered Financial Planner
Job Titles:
- Senior Paraplanner
- Support Staff
Pamela has been working in financial services for over 15 years after graduating from Glasgow Caledonian University with an Honours degree in Leisure Management.
Throughout her career she has gained considerable experience and knowledge within the Financial Services industry having worked in both large corporate firms and small independent companies, the majority of this time being spent as a Paraplanner. She has now been awarded the Advanced Diploma in Financial Planning allowing her to achieve Chartered Financial Planner status.
Outside of work she is kept busy with family life and looking after her three young children.
Sandra joined the Financial Services Industry in 1977 when she left school. She has worked at Fraser Spy since 2000 and has covered many roles within the support and administration team. She is the main point of contact with the industry Regulators and is responsible for the compliance administration for the firm. She deals with Self Invested Personal Pensions with Property investments as well as providing a wide range of support for our Paraplanners and Advisers. She has built up a good rapport with many of our long-standing clients.
Sandra is married with two grown up Daughters and enjoys music concerts, theatre and walking her dog Toby.