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.
Fraser Wealth Management began trading from a small office in Rumford Court, in the centre of Liverpool and then re-located to Cable House in Cheapside. Recently we moved to Tithebarn Street.
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.
Thanks to a policy to develop both management and employee skills, Fraser Wealth Management achieved the Investors in People standard in November 2005.
Kevin and Paul put much of their success down to a few golden rules or philosophies:
52 Tithebarn Street
Liverpool
Merseyside
L2 2SR
Tel: 0845 456 4404
Fax: 0845 456 4405
(location map)
1 Cornhill
London
EC3V 3ND
Tel: 0207 743 6558
Fax: 0207 743 6559
(location map)