Our Services

Fraser Wealth Management specialises in giving advice to clients on a wide range of subjects to assist with personal financial planning, with particular emphasis on retirement, investment and inheritance tax planning.

From helping you invest in a variety of assets including equities, bonds, property, alternatives and cash, thus ensuring a diverse portfolio; to reviewing your pension provision for a financially secure retirement, we take pride in offering good quality, independent, carefully thought out advice.

Our holistic and fee-based service, as opposed to one based solely on commission taken from investments, provides financial planning that is transparent, specialised and client centred.

Liverpool Office

52 Tithebarn Street
Liverpool
Merseyside
L2 2SR

Tel: 0845 456 4404
Fax: 0845 456 4405
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London Office

1 Cornhill
London
EC3V 3ND

Tel: 0207 743 6558
Fax: 0207 743 6559
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