Fraser Wealth Management Ltd

Independent Financial Adviser Exchange Station, Tithebarn Street, Liverpool, Merseyside, L2 2QP
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
3rd December 2018
We help you plan the life you want to live and answer the question "How much do I need?"
We can advise you on
    • Buy to let
    • Commercial for individuals
    • 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
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • 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
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Long term care
Meet our advisers
adviser-person
Stephen Avann
Chartered Financial Planner
Accreditations
Chartered Financial Planner
adviser-person
Paul Bocking
Director
Accreditations
Chartered Financial Planner Certified Financial Planner
adviser-person
Kevin Gillibrand FPFS
Director
Accreditations
Chartered Financial Planner
adviser-person
Ian Paginton
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
A friend and colleague recommended us to Fraser Wealth Management. Meeting them made us feel much more confident and comfortable; we felt that they were much more trustworthy, honest and straightforward than some of the other people we'd met previously - and I'd been through a few financial advisers, including some big names.
Sue Parker, North West
When you’ve worked so hard making a little bit of money you really want to entrust it into the hands of people that are going to keep it for you and hopefully grow it, and on that basis Frasers have been brilliant. I have recommended them to a large number of my clients and friends.
Jim Davies, North West
We all felt we’d reached the pinnacle of where we could take the business and the time was right to move on…I had dealt with Paul Bocking personally over 12 years for various investment and pension advice and trusted him and Fraser to take care of me at this important juncture. We have an excellent working relationship and I’ve introduced them to other members of my family and colleagues.
Brendan Ainscough, North West
Where to find us

Exchange Station, Tithebarn Street, Liverpool, Merseyside, L2 2QP

Contact us
About us

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.

Our services

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.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£125,000
Compliance

Fraser Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under Register number 400444. Registered Office: Exchange Station, Tithebarn Street, Liverpool L2 2QP. Registered in England & Wales, number 5064250.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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