CHARTERED FINANCIAL PLANNERS

Website: www.fraserwm.co.uk

Telephone: 0845 456 4404

Email Address: enquiries@fraserwm.co.uk

Address: Cable House, 47 Cheapside, Liverpool

Postcode: L2 2SX

Fraser Wealth Management is a well established firm of Chartered Financial Planners based in Liverpool and London. We offer expert advice in a range of areas, with particular emphasis on retirement, investment and inheritance tax planning.

We also focus on lifetime financial planning - helping our clients to achieve their lifestyle goals through the proper management of their finances

From helping our clients to invest in a diverse portfolio of assets including equities, bonds, property, alternatives and cash; to reviewing their pension provision to ensure a financially secure retirement, we take pride in offering good quality, independent and carefully thought out advice.

We offer a holistic and fee-based service, as opposed to one based solely on commission taken from investments, which offers the prospect of more efficient financial planning that is transparent, specialised and more client-centred.

We were the first financial planning firm in Liverpool to achieve Chartered status, which was introduced by the Chartered Insurance Institute (CII) in 2007. Chartered status is designed to reinforce the importance of professionalism in a fast-moving and competitive market, placing financial firms on a par with other professional practices, such as accountants and solicitors. Strict qualifying criteria apply.

Formed in 2004 by Kevin Gillibrand and Paul Bocking, Fraser Wealth Management has always sought to lead the field and we now have in excess of £100 million of clients’ money under our management. Our company philosophy is to build professional relationships with clients based on the ethos of “mutual like, trust and respect”. We have also held Investors in People status since November 2005.
 
For more information, or to arrange a free one hour consultation, call 0845 456 4404 or log on to www.fraserwm.co.uk