Fraser Wealth Management was incorporated on the 3rd march 2004 by Directors Paul Bocking and Kevin Gillibrand. Paul and Kevin have worked together since joining Prudential’s high net worth division Private Financial Planning Services in 1995.
They then both worked together at PWS Financial Consulting in Liverpool before deciding that they had enough skills and enough knowledge to set up their on company.
The early days of Fraser Wealth Management consisted of Paul, Kevin and Kevin’s wife Lynda working out of small but beautiful offices at Rumford Court in the centre of Liverpool. Lynda had come from a successful estate agent in Stockton Heath in order to run the office and deal with administration.
A key decision was made to open a London office, as Kevin had a small but loyal client base in London. The Directors made a decision to maintain their London clients and to grow the client base in London via personal recommendations. The directors looked for suitable serviced offices in and around the City of London and after a short while came across 1 Cornhill, situated directly across from The Bank Of England. The City’s leading address, No 1 Cornhill is one of the grandest properties in the Argyll serviced office portfolio and delivers a level of service that is simply outstanding.
From there the business grew…there was always an emphasis on cash flow and growing cash in the bank. After 12 months of trading, Fraser Wealth Management recruited its first employees Matthew Link and Neil Carson.
This investment into people was a real catalyst for growth and it allowed the directors to focus their time and effort on building solid client relationships rather than getting bogged down with “the stuff” that can sometimes drag a business backwards of you are not careful.
Both Paul and Kevin have always been keen to develop themselves and the people that they work with and as a result Fraser Wealth Management received the Investors In People award in November 2005.
By April 2006 it was obvious to all that Fraser Wealth Management had out grown the offices at Rumford Court and the company re-located to Cable House in Cheapside Liverpool.
On the 17th July 2007 Fraser Wealth Management became the first firm in Liverpool to receive the Title Of Chartered Financial Planners. There are less than 60 Chartered firms in the entire country and at the time this article was prepared there are only two Chartered firms in Liverpool.
Since those early days in 2004 Fraser Wealth Management now has in excess of £100 million of client’s money under management, employs 10 people, one of which is a full time mortgage specialist. The business has also been able to attract three excellent self employed financial advisers who help to maintain the excellent standards of quality Independent Financial Advice on behalf of its clients.
Kevin & Paul put a lot of their success down to a few simple things that are repeated often, these golden rules are:
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)