Fraser Heath Financial Management Ltd

Independent Financial Adviser  The Stables, Says Court Farm, Bristol, Bristol, BS36 2NY
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FCA authorised
Last authorised 1st March 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR James Collier DipPFS
Managing Director
MR Miles Hendy CFP
Chartered Financial Planner
MR Mark Fletcher DipPFS
Director
MRS Michelle Lewis
Consultant
MR Alan Loomes
Director
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.

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

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

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Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them.