Fraser Heath Financial Management Ltd



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.

The Stables, Says Court Farm Badminton Road Frampton Cotterell Bristol, GLOUCESTERSHIRE BS36 2NY


Fraser Heath Financial Management Ltd has not answered any questions.