Fraser Wealth Management

Fraser Wealth Management is a well established firm of Chartered Financial Planners based in Liverpool and London. We offer expert advice on a range of areas including retirement, investment and inheritance tax planning. Fraser Wealth Management began trading from a small office in Rumford Court, in the centre of Liverpool and then re-located to Ca... ble House in Cheapside. Recently we moved to Tithebarn Street. Formed in 2004 by directors Paul Bocking and Kevin Gillibrand, the company became the first financial planning firm in Liverpool to achieve Chartered status and now has in excess of £100 million of clients' money under its management. Introduced by the Chartered Insurance Institute (CII) in 2007, Chartered status is designed to reinforce the importance of professionalism in a fast-moving and competitive market, placing firms on a par with other professional practices, such as accountants and solicitors. Strict qualifying criteria apply. A key decision was also made to open a London office, to accommodate the company's southern client base. Situated directly opposite the Bank of England, No 1 Cornhill is a prestigious former banking hall with an impressive domed roof and spectacular views.Read More