Fraser Wealth Management Ltd

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. 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 £160 million of clients' money under its management. Fraser Wealth Management became the first firm in Liverpool to be awarded Chartered Financial Planner status.

Website: fraserwm.co.uk

Employees: 20 - 49

HQ:

Location: Liverpool, ENG, UK

Revenue: 2.5 - 5 Million

Holistic Financial Planning Investment & Inheritance Tax Specialist Investment & Inheritance Tax Specialist Pension Specialists Cashflow Forecasting Investment & Inheritance Tax Specialist

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