Fraser Heath Financial Management Ltd

Independent Financial Adviser The Stables, Says Court Farm, Badminton Road, Frampton Cotterell, Bristol, Bristol, BS36 2NY
FCA verified
19th November 2018
For an independent, impartial and personalised financial advice service where the client is at the heart of everything we do.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Mark Fletcher DipPFS
Director
adviser-person
Alan Loomes
Director
adviser-person
Michelle Lewis
Consultant
adviser-person
Miles Hendy CFP
Chartered Financial Planner
adviser-person
James Collier DipPFS
Managing Director
Where to find us

The Stables, Says Court Farm, Badminton Road, Frampton Cotterell, Bristol, Bristol, BS36 2NY

About us

With roots dating back over 20 years, the firm was created by a management buy-out in 2002. One of the cornerstone beliefs is that while core financial planning principals apply to most clients, there is an ever-increasing need for specialist advice. We have adopted a process or encouraging individual advisers to specialise and qualify in specific areas such as Retirement Planning, Inheritance Tax Planning, Wealth Management, Mortgages, Equity Release, Long Term Care, Divorce & Corporate Services including Automatic Enrolment Advice.

Our services

In an age of call centres, anonymity and unaccountability, we pride ourselves on taking a personal interest in our clients. We aim to give a courteous and efficient service, talking your language and avoiding needless jargon.
We’re big enough to provide a comprehensive and tailored service to wealthy individuals, those acquiring wealth, trusts and small to medium sized businesses, while being small enough to have a close-knit team that puts service to you as our first priority.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Fraser Heath is authorised and regulated by the Financial Conduct Authority

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