Fraser Wealth Management was the first Chartered Financial Planning firm in Liverpool. The company advises on ‘lifestyle financial planning’, helping clients to live the life they want to live, without fear of ever running out of money, whatever happens. This involves the use of sophisticated cashflow modelling software to assess the rate of investment return required to achieve a client’s future lifestyle objectives.
The company was formed in 2004. It advises new clients with investable assets above £250,000 and currently manages over £220 million of investments on behalf of its existing clients.
Fraser Wealth Management is a firm of Independent Financial Advisers, providing advice on all areas of personal finance, including retirement planning, investments, protection, mortgages and inheritance tax planning.
The company has been listed in the Top 100 IFA firms in the UK by New Model Adviser Magazine for four consecutive years and since 2016 has achieved annual BS8577 certification, which is the only best practice standard for financial advice and planning firms.