James Hagen

Wealth Management Advisor at Fraser Wealth Management Ltd - Liverpool, ENG, UK

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Fraser Wealth Management Ltd
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Fraser Wealth Management Ltd logo, Fraser Wealth Management Ltd contact details

Fraser Wealth Management Ltd

Liverpool, ENG, UK • 20 - 49 Employees
Financial Services

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.

Holistic Financial Planning Investment & Inheritance Tax Specialist Investment & Inheritance Tax Specialist Pension Specialists Cashflow Forecasting Investment & Inheritance Tax Specialist
Details about Fraser Wealth Management Ltd
Frequently Asked Questions about James Hagen
James Hagen currently works for Fraser Wealth Management Ltd.
James Hagen's role at Fraser Wealth Management Ltd is Wealth Management Advisor.
James Hagen's email address is ***@fraserwm.co.uk. To view James Hagen's full email address, please signup to ConnectPlex.
James Hagen works in the Financial Services industry.
James Hagen's colleagues at Fraser Wealth Management Ltd are Jordan Tobin, Ian Paginton, Catherine Olyslager, Kevin Gillibrand, Iain Mackie, Paul Bocking and others.
James Hagen's phone number is ["+18153476859"]
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