Fraser Wealth Management is a well established firm of Chartered Financial Planners based in Liverpool and London. We offer expert advice on a range of areas including retirement, investment and inheritance tax planning. Our speciality is lifestyle financial planning, which helps our clients to calculate what their number is i.e. how much is enough? We calculate what investment return is required to ensure that they will never run out of money for the rest of their lives... Once we know the answers to there important questions, we encourage our clients to live a great life, in the knowledge that it's affordable for them to do so! Formed in 2004 by directors Paul Bocking and Kevin Gillibrand, our aim is to be the best we can be in everything we do. The company became the first financial planning firm in Liverpool to achieve Chartered status and in 2016 became the first in the city to achieve BS8577 certification. Fraser Wealth Management now has in excess of £225 million of clients money under management. Fraser Wealth Management is one of only 35 firms to be included in New Model Adviser's Top 100 IFA firms every year since 2014.
Fraser Wealth Management is a well established firm of Chartered Financial Planners based in Liverpool and London. We offer expert advice on a range of areas including retirement, investment and inheritance tax planning. Our speciality is lifestyle financial planning, which helps our clients to calculate what their number is i.e. how much is enough? We calculate what investment return is required to ensure that they will never run out of money for the rest of their lives... Once we know the answers to there important questions, we encourage our clients to live a great life, in the knowledge that it's affordable for them to do so! Formed in 2004 by directors Paul Bocking and Kevin Gillibrand, our aim is to be the best we can be in everything we do. The company became the first financial planning firm in Liverpool to achieve Chartered status and in 2016 became the first in the city to achieve BS8577 certification. Fraser Wealth Management now has in excess of £225 million of clients money under management. Fraser Wealth Management is one of only 35 firms to be included in New Model Adviser's Top 100 IFA firms every year since 2014.
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 11-50
- Revenue Range
- Not available
Location
- Address
- Exchange Station Liverpool
- City
- Region
- Postal Code
- L2 2QP
- Country