News

• Moving into 2012

  As we bid farewell to an eventful...

  (more info)

• The Budget Summary March 2011

  User 12.00 Normal 0...

  (more info)

• Charity Bake Off

  We all returned to work on 4...

  (more info)

• Success for Liverpool Santa Dash!

  The team here at Fraser Wealth Management...

  (more info)

• Our Open Evening

  On the 10th of December 2009, Fraser...

  (more info)

view all our latest news stories here...

Diploma in Financial Planning

Steve Avann has received some wonderful news, he has passed a Chartered Insurance Institute examination which relates to Pension Funding Options(JO4) This means he has now obtained his Diploma in financial Planning. The FSA propose that current practising advisers must obtain a Diploma in Financial Planning, by the end of 2012 as standard.

Well done Steve.

Liverpool Office

52 Tithebarn Street
Liverpool
Merseyside
L2 2SR

Tel: 0845 456 4404
Fax: 0845 456 4405
(location map)
 

London Office

1 Cornhill
London
EC3V 3ND

Tel: 0207 743 6558
Fax: 0207 743 6559
(location map)