Paul Harding
FRASER DRAWS ON A WEALTH OF EXPERIENCE TO RESOLVE CARTOONIST’S PENSIONS
Like many coming to the end of their working life and unsure of the value of their pensions, successful cartoonist Paul Hardman was keen to ascertain the financial situation he could look forward to in retirement.
So, prompted by a glowing recommendation, the 61-year-old from Southport organised a financial review with Liverpool based chartered independent financial planning firm, Fraser Wealth Management.
He says the meeting took “a huge weight” off his mind and he is now enjoying a far healthier financial position thanks to the advice he received.
Paul, whose career has taken him from teaching and drawing sports cartoons for national newspapers, to animation in Hollywood for Warner Brothers, explained: “I wanted to know how to better invest my pensions and couldn’t see any solution until I had my review with one of Fraser’s directors, Paul Bocking.
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“I had taken all my pensions into private schemes and they were under performing.
“Paul was really helpful, advising me to put them into a diverse range of investments which are now giving me much better, safer returns.”
A glance at Fraser Wealth Management’s website reveals a company who pride themselves on offering honest and impartial advice and Paul says this is certainly the case.
He said: “I am basically illiterate when it comes to finance so it was great having everything broken down and explained in jargon-free, simple terms.
“The service I received was great and using their fee-based service gave me confidence that the company was offering sincere, independent advice, rather than just for their own interest.
“For instance, I was talking about changing one investment over and Paul advised, ‘you won’t get much better than that so just leave it as it is’. They don’t just direct you for commission sake and are totally focused on your needs.”
That Paul was pleased is illuminated by his recent decision to use Fraser Wealth Management again. He said: “The experience was so good that my wife, Mary, and I have recently completed a re-mortgage through the company, which went phenomenally well. I now have a more flexible deal with better rates.”
Paul Bocking, who founded Fraser Wealth Management four years ago with fellow financial planner Kevin Gillibrand said: “It was great to be able to successfully unlock the value of Paul’s pension. Often clients come to us unsure of how well provided they will be in their retirements and are pleasantly surprised.
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“For example, some people who have job-hopped may have several pensions in different ‘pots’ and by consolidating them with professional advice can get a much better deal.”
Paul added: “Unlocking the potential of pensions is just one of our areas of expertise We can help our clients at different life stages to protect and grow their wealth; whether it’s helping them put together a diverse investment portfolio, working towards a comfortable retirement, mitigating their inheritance tax liabilities or maybe helping them realise the personal benefits of running a successful business by planning their ‘exit strategy’ and how to manage their own personal wealth thereafter.”
Call 0845 456 4404 to arrange a one-hour consultation or go to www.fraserwm.co.uk for further details.
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)