Fraser Heath Financial Management Ltd has roots dating back over 20 years and the company was created by a management buy-out in 2002. The firm is owned by three directors (James Collier, Mark Fletcher and Alan Loomes) who are each practicing financial planners. The firm has a total of five financial planners.
Our advisers are backed up by a strong support team including four assistant independent financial advisers ("paraplanners"), a compliance manager and a large team of administrators.
We advocate a transparent method of payment for services where clients understand how our costs are met. We have clients who pay for our services on a time-costed basis, on a per project basis and through an agreed percentage of funds managed.
We are happy to offer initial meetings at our expense and without any obligation.
Offering free no obligation advice, protecting you, your loved ones and or your business financial future. Life Insurance, Critical Illness Cover, Serious Illness, Income Protection, Unemployment Cover, Heart and Cancer Cover, Health Care Cover, PMI, inheritance tax planning, Keyman insurance, Shareholder Insurance.
Matthew Burman, Independent Financial Adviser, is a partner at Positive Solutions one of the UK's leading, award winning Independent Financial Advisory firms and offers expert financial advice to both companies and individuals alike.Based in Stoke Bishop, Bristol with clients all over the South of England, I offer a professional, personal service that is uniquely tailored to each client’s individual needs. Practicing as an adviser since 1999 on the full spectrum of financial products I recognise that almost all long-term financial considerations are mutually linked or more often critically dependent. Therefore I offer an holistic approach covering all areas of financial planning incorporating Investments, Retirement planning, Mortgages and Financial Protection.
Create Wealth Management are a firm of Independent Financial Advisers who specialise in investment advice and pension advice in Bristol. Established in 2004, all of Create Wealth Management's advisers have over 25 years experience in financial services. The firm's director Peter Davies has regularly appeared on BBC Radio as a financial pundit.
