Frazer Gilbert in

Frazer Gilbert

Wildcard · DISC type sci
Financial Planner and Director at Pallas Financial Planning
📍 Greater London, England, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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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

Requires Proof
Friendly But Slow
Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics Frazer cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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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

Media appearances and press coverage highlighting public visibility and thought leadership.
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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)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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