Allocate Wealth Management Limited
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About Us
Bio
- Company Bio
- Fraser Martin
- Amy Gornall
- Grant Martin
Allocate Wealth Management is a family business based in Perthshire, advising throughout Scotland and select clients across the whole of the United Kingdom. With several years of combined experience in Financial Services, the Allocate Wealth Management family is passionate in providing an easy to understand, tailored service for all clients, ensuring your individual needs and aspirations are taken care of.
As a member of M&G Wealth, Allocate Wealth Management believe in the importance of everyone having access to high-quality financial advice and planning. We enjoy facilitating and sharing your journey as we really get to know our clients, welcoming you to the Allocate Wealth Management family. We aim to give you confidence to enjoy your life and to give you access to a more secure lifestyle for your future.
Taking into consideration your current circumstances, holiday planning, retirement goals and family planning we look to set out a plan that works best for you.
With our advisers only ever been a phone call away we look forward to ensuring you are confident in your plans, and assisting you to achieve your goals.
Fraser is the Advice Director at the firm, bringing a several years of experience in helping clients implement and plan for financial objectives. He provides holistic advice across all areas of financial planning, focusing on strategies that align with each client’s goals and objectives.
Outside of work, Fraser enjoys golf, running, cycling and often found out on long walks with his wife, Amy, and their two dogs, Oati and Fig.
“No two clients are the same, which is why personal advice matters. Helping clients feel confident about their future is the most rewarding part of the job.”
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Amy is the Operations Director at the firm, having joined the company is 2023 to help with our growing business, Amy looks after overseeing the day-to-day operations and ensuring clients receive a smooth and well-supported experience. She plays a vital role in keeping the business running efficiently and supporting the delivery of high-quality advice.
Outside of work, between walkies with Fraser and the dogs, Amy enjoys taking on home projects and is always working on something new - bringing the same energy and attention to detail to everything she does.
“Organisation, communication and consistency make all the difference. I enjoy creating processes that make things simpler and smoother for clients.”
Grant is a Financial Adviser at the firm, supporting clients with clear, practical financial planning tailored to their goals. He works closely with the wider team to deliver advice across investments, pensions and protection, ensuring clients feel confident and well-supported in their decisions.
Grant is focused on building long-term relationships and helping clients navigate their financial journey with clarity and confidence.
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