Investment Planning

 
In our experience, many people implement a variety of different investment products because they feel that they need to be doing something. However, we often find that clients can be dissatisfied with their Investment Portfolio and in our experience this is because their portfolio does not take account of their financial objectives, tax position and their investment risk profile 

Most investments are made up of the following asset classes:

  • Cash Deposits
  • Fixed Interest Securities
  • Residential & Commercial Property
  • Shares

The consultants at Fraser Wealth Management are highly qualified to assist you in constructing and restructuring a portfolio to meet your requirements.

We are able to recommend a variety of lump sum investments in order to meet our client’s individual requirements, these include:

  • Individual Savings Accounts (ISA).
  • Unit Trusts & Open Ended Investment Companies (OEIC’S).
  • Investment Trusts.
  • Investment Bonds.
  • Offshore Investments.
  • Stockbroker Services & Venture Capital Trusts.

By working with fund managers on your behalf, your Fraser Wealth Management consultant is ideally placed to monitor performance and will be able to review your investment results with you on an ongoing basis. 

 

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Contact us

 

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)