Frazer Gilbert in

Frazer Gilbert

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Financial Planner and Director at Pallas Financial Planning
📍 Greater London, England, United Kingdom

Frazer Gilbert is the Financial Planner and Director of Pallas Financial Planning, with over 14 years of experience in financial services, including roles at Lloyds Banking Group. He specializes in creating holistic financial plans covering pensions, investments, and insurance, and is described by clients as proactive, strategic, and professional.

Outside of work, Frazer is an active community member in South London, where he lives with his wife and daughter. He participates in business leadership groups and has recently spoken on panels about mens mental health, a topic he is passionate about, alongside supporting new talent through mentorship.

He is the Secretary and Treasurer for the Brixton chapter of BNI, a business networking organization.

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Experience
14 Years
Current Role
Financial Planner and Director
Job Level
Mid-senior
Location
Greater London, England, United Kingdom
Personality Overview

How Frazer shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Frazer cares about

Holistic Financial Planning
His firm's approach is to align client values with a bespoke strategy covering retirement, investment, tax efficiency, and inheritance tax planning.
Mentoring New Talent
After completing The Verve Foundation's accelerators, he now mentors others starting their own financial planning businesses, sharing his insights and lessons learned.
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Career

Work history

10-2023
Financial Planner and Director
Pallas Financial Planning
4-2022 - 7-2023
Product and Proposition Manager
Lloyds Banking Group
12-2019 - 8-2021
Product and Proposition Manager
Schroders Personal Wealth
10-2015 - 12-2019
Loans Product Manager
Lloyds Banking Group
10-2013 - 10-2015
Overdraft Product Manager
Lloyds Banking Group
In the press

Media appearances

Frazer Gilbert – Financial Planning – Pallas Financial Planning (BNI Brxton). Featured in BNI Brxton
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Education
11-2022 - 7-2023
Diploma in Regulated Financial Planning
Chartered Insurance Institute
2011 - 2014
Professional Diploma in Banking Practice and Management
LIBF
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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