Fraser Heath Financial Management Ltd
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Mortgages
- Buy to let
- Equity release
- First time buyers
- Flexible
- Remortgage
- Residential
- Self build
- Self employed
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Business
- 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
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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Long term care
- Long term care
The Stables, Says Court Farm, Badminton Road, Frampton Cotterell, Bristol, Bristol, BS36 2NY
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.
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.
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