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