Our Team


Iain Mackie

Managing Director

Iain is Managing Director at Fraser Wealth Management. He joined the Financial Services industry in 1981 and has extensive management experience with a number of companies, notably Zurich and Prudential, where he first worked alongside Paul Bocking and Kevin Gillibrand in the High Net Worth Division based in Manchester. Having taken a sabbatical from the … Continued

Paul Bocking


After successful spells with NatWest Bank and Prudential’s Private Client Division, Paul co-founded Fraser Wealth Management with Kevin Gillibrand in March 2004. Paul boasts over 30 years experience in the finance industry and is a Chartered Financial Planner certified to ISO22222. While fully versed in the full spectrum of financial services, Paul specialises in pensions, … Continued

Kevin Gillibrand


Kevin co-founded Fraser Wealth Management with Paul Bocking in 2004. He is a Chartered Financial Planner, is ISO22222 certified and has worked in the finance industry for 28 years. Passionate about helping clients live the life they want, Kevin prides himself on providing a client focused service. Kevin enjoys spending his spare time with his … Continued


Ian Paginton

Chartered Financial Planner

Ian graduated from the University of Liverpool in 1994 with a degree in Zoology. He joined the finance industry in 1996 and qualified as a Chartered Financial Planner before joining Fraser Wealth Management in 2007. Ian ensures the financial well-being of his clients and provides them with reassurance that they can live the life they … Continued

Jonathan Murphy

Chartered Financial Planner

Having graduated with a first class honours degree in Business and Economics from Liverpool John Moores University in 2013, Jonathan gained employment as a Trainee Financial Planner in Cheshire before making the move to Fraser Wealth Management in June 2014. Jonathan passed his Diploma qualification in June 2016 to qualify as a Paraplanner and passed … Continued

Team Leaders

Chris Clee

Operations and Administration Manager

Chris started in the industry way back in 1978 with Royal Insurance where he spent 20 happy years working in the Group Pensions department Following a merger with Sun Alliance, the new company decided to concentrate on general insurance and Chris was happy to accept a redundancy offer. After a short career break he was … Continued

Iain Hill Certs CII (MP + ER)

Mortgage Adviser

Iain is the head of the mortgage department, and specialises in mortgages (both domestic and overseas), buy to lets, commercial loans, and equity release. He joined Fraser Wealth Management in 2007. Drawing on 20 years experience in the finance industry, Iain searches the whole of the market to find the best deal to suit a … Continued


Michael Bradley


After completing a postgraduate degree in International Banking and Finance, Michael joined the financial services industry in 2012. He holds the Investment Management Certificate and is currently working towards his Diploma in Financial Planning with the hope of becoming a Chartered Financial Planner in the future. In his spare time Michael is an avid Liverpool … Continued

Will Patchett


Will has been in financial services since 2013 and achieved his Diploma qualification before joining Fraser Wealth Management as a Paraplanner in April 2019. He is now working towards his Advanced Diploma with a view to becoming a Chartered Financial Planner. Outside of work Will enjoys spending time with his wife Kirsty and their young … Continued

David Whitehouse


David has worked within the Financial Services Sector since 2014 and started in administration. Having completed the Level 4 Diploma in Regulated Financial Advice in 2018, David then progressed into the role of Paraplanner at his previous company, a role that involves researching and recommending the most suitable solutions for clients. Having joined Fraser Wealth … Continued

Kayleigh Kerins

Trainee Paraplanner

Kayleigh graduated from the University of Sheffield with a Master’s Degree in Biology in 2013. After a further couple of years as a Postgraduate student she switched from Academia to employment, most recently working in customer service. She joined the administration team at Fraser Wealth Management in October 2018 and is currently studying towards the … Continued

Carla Coventry

Trainee Paraplanner

Carla initially spent 4 years working in the occupational pension industry at the Universities Superannuation Scheme in their pension payroll department before moving into a role as a trainee SIPP administrator with a small provider in Pensby in 2009.  She developed her knowledge and career in this area of pensions for the last 10 years … Continued


Lisa Gillibrand

Accounts and Quality Manager

Lisa started working at Fraser Wealth Management in January 2016 assisting the company achieving its BS8577 status. She has since been given roles involved in Fraser Wealth Management accounts and compliance. Having previously worked for a few years in Quality Assurance roles, she has a keen eye for detail and believes in delivering high quality … Continued

Kerry Taylor

Office Manager

Kerry joined Fraser Wealth Management in February 2008 after being employed in a similar role with a firm of solicitors in Warrington. As practice manager Kerry ensures the efficient running of the office. She has over 20 years experience working in customer services and is an ideal first point of contact for clients. Married to … Continued

Kate Aspinall

Relationship Manager

Kate joined Fraser Wealth Management with an impressive number of years’ worth of experience working in the Financial Services Industry. From previously working alongside Independent Financial Advisers and more recently in an operational role, Kate’s certification in Financial Services, Investment Operations and Administration makes her well suited to her role at Fraser Wealth Management. Outside … Continued

Jordan Tobin

Relationship Manager

Having Graduated in 2016 with a Bachelors Degree in Business Management, Jordan joined Fraser Wealth Management after previously working in Pensions administration. Jordan spent summer breaks throughout university in Florida, football coaching for the University of Tampa and Pinellas County. Once graduated it was time for Jordan to finally get a big boy job, as … Continued