Fraser Thomson Email & Phone Number

Auckland, Nz

Auckland, New Zealand

As an investment adviser at Craigs Investment Partners, I help people reach their financial goals by providing tailored investment advice to a broad range of private clients. Every client's needs differ; my approach is to first understand your needs, then recommend a suitable service and investment strategy appropriate to you.I’m passionate about helping UK ex-pats who have relocated to New Zealand, or are in the process of relocating, with moving their Defined Benefit or… Show more As an investment adviser at Craigs Investment Partners, I help people reach their financial goals by providing tailored investment advice to a broad range of private clients. Every client's needs differ; my approach is to first understand your needs, then recommend a suitable service and investment strategy appropriate to you.I’m passionate about helping UK ex-pats who have relocated to New Zealand, or are in the process of relocating, with moving their Defined Benefit or Defined Contribution pension schemes to QROPS. I joined Craigs Investment Partners as an investment adviser in 2015 having relocated to Auckland, New Zealand from Edinburgh where I spent most of my time working with Scottish Widows and then Standard Life. Established in 1984, Craigs Investment Partners is one of New Zealand’s largest investment advisory and management firms. Craigs offer bespoke investment solutions to private, corporate and institutional clients, supported by one of the largest research teams in New Zealand.I work in partnership with Martin Allison at Craigs and in addition to ex pats our clients include:o High Net Worth Individualso Trustees who need help creating and managing Trust assetso Clients who require an income from their portfolio (retired)o Young Professionals who are in the growth stage of their investment journey. My qualifications: Certificate of Authorisation AFA 2016 NZX AdviserMy Disclosure Statement can be viewed on https://craigsip.com Show less

Auckland, New Zealand

Responsible for KiwiSaver distribution and managing companies who were part of our Master Trust (superannuation) arrangement.Key responsibilities included:- Building and maintaining relationships with senior decision makers with key clients (HR Directors, Head of Superannuation/Benefits etc.), understanding their needs and developing solutions to meet those needs whilst maintaining profitability for Aon Hewitt.- Understand the Corporate objectives of my clients and Aon… Show more Responsible for KiwiSaver distribution and managing companies who were part of our Master Trust (superannuation) arrangement.Key responsibilities included:- Building and maintaining relationships with senior decision makers with key clients (HR Directors, Head of Superannuation/Benefits etc.), understanding their needs and developing solutions to meet those needs whilst maintaining profitability for Aon Hewitt.- Understand the Corporate objectives of my clients and Aon Hewitt's own specific objectives, ensuring that these are both as closely aligned as possible through skilled communication and negotiation.- Identify and maximise business development opportunities for my client bank for the mutual benefit of the client and Aon Hewitt by developing appropriate tailored solutions and ensuring effective communication, negotiation and implementation strategies are deployed.- Representing Aon Hewitt, at a group level as the overall relationship manager at Beauty Parades & Head Office visits during the securing of New Business and an ongoing basis through representation at ongoing client interactions such as Trustee and Governance Meetings- Setting strategic direction for relationships and interaction with clients, responding quickly and decisively to events to ensure clients are retained and Aon Hewitt's reputation is protected.- Preferred provider presentations for KiwiSaver Show less

Based In Edinburgh But Uk Wide Travel

I interact with a wide range of senior personnel within large organisations, identifying their needs and developing tailored solutions. I use a variety of communication methods and respond to events quickly and decisively. I have extensive experience in communicating, negotiating and influencing with both external clients and colleagues. As such, I have excellent relationship management skills.Key responsibilities include:- Building and maintaining relationships with senior decision… Show more I interact with a wide range of senior personnel within large organisations, identifying their needs and developing tailored solutions. I use a variety of communication methods and respond to events quickly and decisively. I have extensive experience in communicating, negotiating and influencing with both external clients and colleagues. As such, I have excellent relationship management skills.Key responsibilities include:- Building and maintaining relationships with senior decision makers with key clients (HR Directors, Head of Pension/Benefits etc.), understanding their needs and developing solutions to meet those needs whilst maintaining profitability for Standard Life.- Understand the Corporate objectives of my clients and Standard Life's own specific objectives, ensuring that these are both as closely aligned as possible through skilled communication and negotiation.- Identify and maximise business development opportunities for my client bank for the mutual benefit of the client and Standard Life by developing appropriate tailored solutions and ensuring effective communication, negotiation and implementation strategies are deployed.- Responsibility for development of 3 Relationship Managers - Representing Standard Life, at a group level as the overall relationship manager at Beauty Parades & Head Office visits during the securing of New Business and an ongoing basis through representation at ongoing client interactions such as Trustee and Governance Meetings- Setting strategic direction for relationships and interaction with clients, responding quickly and decisively to events to ensure clients are retained and Standard Life’s reputation is protected.- Establishing and leading “virtual” teams of experts as appropriate. Show less

Glasgow, United Kingdom

Responsible for managing IFA relationships, delivering investment and product sales targets.Designing IFA buisness models and providing structure to allow firms to move their income model to a sustainable footing.Providing guidance to IFA parters on investment solutions - including asset allocation, absolute return strategies, model portfolios, RBFs & DFM solutions.Provided informal tax planning consultancy for complex client scenarios (SME, ex-pat, HNWI, etc)Providing tax… Show more Responsible for managing IFA relationships, delivering investment and product sales targets.Designing IFA buisness models and providing structure to allow firms to move their income model to a sustainable footing.Providing guidance to IFA parters on investment solutions - including asset allocation, absolute return strategies, model portfolios, RBFs & DFM solutions.Provided informal tax planning consultancy for complex client scenarios (SME, ex-pat, HNWI, etc)Providing tax wrapper expertise, including SIPPS, International Bonds & Trusts.Education and training to IFA owners and staff covering legislative changes, industry and investment market updates.Designed and delivered business consultancy (Building Business Value) & guidance on client value proposition. Show less

• Responsible for all aspects of account management / business consultancy • Responsible for the development of relationships to successfully promote Canada Life products as their number one choice.• Exceed personal sales targets across various product ranges.• Product range covers Savings & Investments (Investment Bonds, IHT and offshore), Retirement Income Planning (annuities and pension bonds) and Protection.• Develop and maintain key internal relationships ensuring minimal… Show more • Responsible for all aspects of account management / business consultancy • Responsible for the development of relationships to successfully promote Canada Life products as their number one choice.• Exceed personal sales targets across various product ranges.• Product range covers Savings & Investments (Investment Bonds, IHT and offshore), Retirement Income Planning (annuities and pension bonds) and Protection.• Develop and maintain key internal relationships ensuring minimal risk to company and adhering to company regulatory and compliance procedures.• Utilise and develop relationships with product specialists to enhance customer service and sales.• Research, analysis and presenting on sales strategies, industry awareness and product knowledge to team and Regional Sales Manager• Participate in quarterly business planning meetings.• Prepare and present at seminars e.g. seminar to IFA community on Business Generation Ideas. Show less

Edinburgh, United Kingdom

Key Responsibilities:• To manage the development of profitable business from designated panels of IFA companies to achieve an individual sales target.• To follow the A/C Manager Sales Process to achieve call, quote, proposal and APE volume targets.• To exceed agreed sales targets taking into account (for example) volume, product mix, profitability and market penetration.• Establish and maintain, to agreed standards, profiles at IFA firm and RI levels.• Agree with IFA… Show more Key Responsibilities:• To manage the development of profitable business from designated panels of IFA companies to achieve an individual sales target.• To follow the A/C Manager Sales Process to achieve call, quote, proposal and APE volume targets.• To exceed agreed sales targets taking into account (for example) volume, product mix, profitability and market penetration.• Establish and maintain, to agreed standards, profiles at IFA firm and RI levels.• Agree with IFA Sales Manager a development approach for key IFA firms and RI’s.• Ensure personal sales activity is aligned with Corporate Sales Initiatives.• Apply appropriate sales methods drawing on specialists and sales support to achieve sales targets.• To comply with specified business procedures and practices at all times.• Communicate Scottish Widows proposition and positioning in market place. Show less

Education record

Education record