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.
