Fraser Heath Financial Management Ltd

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.