Fraser Wealth Management was founded in 2004 and was the first Chartered Financial Planning firm in Liverpool. In 2016 we became the first firm in the city to be certified to BS8577, the framework for the provision of financial planning services.
Our four investment advisers have all individually qualified as Chartered Financial Planners and in 2016 became the first advisers in Liverpool to be certified to ISO22222. They provide a comprehensive professional service offering specialist advice on a variety of personal financial planning subjects, including onshore and offshore investments, retirement planning and inheritance tax planning.
Our Lifestyle Financial Planning service is available to clients who typically have pension and investment funds in excess of £250,000. This service includes cashflow forecasting that helps clients plan with confidence and provides reassurance and peace of mind about their future.
All our Lifestyle Financial Planning clients are offered an Annual Forward Planning Meeting to ensure their plan is on track to meet their objectives and additional interim review meetings depending on their individual circumstances.
We specialise in Lifestyle Financial Planning, and believe that you need to know what your number is i.e. how much do you need?
What return do we need to achieve in order for your financial plan to work?
It is only when we know the answers to these questions that we can start to give you advice and build a financial plan tailored to your specific needs and requirements.
Our aim is to give you financial peace of mind and leave you free to live the life you want without fear of running out of money.
Exchange Station, Tithebarn Street, Liverpool, L2 2QP
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