Fraser Heath Financial Management Ltd
  • The Stables, Says Court Farm
  • Badminton Road
  • Frampton Cotterell
  • Bristol, Gloucestershire, BS36 2NY
    • 0% of answers helpful
    • 1 posts

Contact

Telephone:
07557036555
Fax:
01454 327799
Send an Email

About

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.

Specialisms

Insurance:
Life Insurance and Protection
Investments:
Investments & Savings, Pensions
Mortgage:
Remortgage (Uk Residential), Mortgage (Uk Residential)

Payment

Options:
  • Fee
  • Commission

Advisers at this Firm

Richard Ellis
Level A Qualifications:
Diploma in Financial Planning
Level B Qualifications:
Certificate in Financial Planning

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