Fraser Wealth Management Ltd

Independent Financial Adviser  Exchange Station, Liverpool, Merseyside, L2 2QP
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FCA authorised
Last authorised 10th May 2021
We help you plan the life you want to live and answer the question "How much do I need?"
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 commercial property
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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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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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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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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 risk
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Long term care
Meet our advisers
MR Ian Paginton
Chartered Financial Planner
MR Kevin Gillibrand FPFS
Director
MR Paul Bocking
Director
MR Stephen Avann
Chartered Financial Planner
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.

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

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

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