Fraser Wealth Management employs a team of well qualified financial experts, headed up by founding directors Paul Bocking and Kevin Gillibrand. All four advisers are Chartered Financial Planners and each of them is certified to ISO22222, demonstrating the company’s commitment to the highest standards of professional qualification and continual improvement.
Our ‘Investors in People Gold’ status reflects the emphasis we place on helping our staff to develop their personal and professional skills. Above all we pride ourselves on a friendly, approachable and client-focused team of people, all dedicated to helping you live the life you want.
I know that Fraser Wealth Management will provide me with carefully thought out, honest and, above all, appropriate advice that is tailored to my needs.
We look to the future with confidence with the added blessing of a sound financial situation much of which is due to your help.
Fraser Wealth Management are way beyond any other financial practice I have come across outside London.
We have no hesitation in recommending Fraser Wealth Management as first class, professional advisors in their field of expertise.
At Fraser Wealth Management we aim to be the best we can be in everything we do. We seek external confirmation of just how well we are doing and have achieved the following accolades: –
Fraser Wealth Management was the first Chartered Financial Planning firm in Liverpool and we have maintained that status every year since 2007.
We have achieved BS8577 certification since 2016, a standard achieved by less than 30 financial planning firms in the UK. BS8577 is the only best practice standard for financial planning firms and Fraser Wealth Management is the only certified firm in Merseyside.
Fraser Wealth Management has been included in New Model Adviser’s Top 100 financial advice firms in the UK for four consecutive years since 2014, an achievement only 34 firms can match.
All four advisers at Fraser Wealth Management are Chartered Financial Planners and each has been certified since 2016 to ISO22222, an internationally recognised benchmark for a high global standard of personal financial advice.
Thanks to a policy to develop both management and employee skills, Fraser Wealth Management was awarded the Investors in People Gold standard in 2015.
We are also fully committed to making our business objectives work in unison with our corporate social responsibility. We strive to contribute to economic development while helping the local community and society at large.
We provide work experience opportunities to young people in full time education and give them guidance that will help them when they start looking for employment.
The Fraser Wealth Management Golf Day at Formby Golf Club held in memory of our colleague Neil Wright, who sadly passed away in May 2011, has raised over £17,000 for charity since 2015. Paul Bocking is pictured below presenting a cheque for £5,000 to the Alder Hey Children’s Charity in December 2015 when members of staff visited the amazing new hospital.
The Chartered Financial Planners title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people so they can deliver the highest quality advice. Strict qualifying criteria apply.
Fraser Wealth Management is proud to be the first Chartered Financial Planning firm in Liverpool.
We take our professional partnerships seriously and are proud to be SIFA Professional members. Fraser Wealth Management is the only Liverpool based firm of Independent Financial Advisers listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
SIFA Professional Membership is only open to FCA-regulated firms that provide impartial advice, free from the influence of third parties. Firms which are restricted to advising on the products of a limited number of product providers are not eligible.
At our Annual Neil Wright Memorial Golf day, we asked some of our clients how Fraser Wealth Management helps them to live the life they want to live.
We have no hesitation in recommending Fraser Wealth Management as first class, professional advisors in their field of expertise.”
“We all felt we’d reached the pinnacle of where we could take the business and the time was right to move on…I trusted Paul and Fraser to take care of me at this important juncture.
“Having worked with Fraser Wealth Management, I now have that wonderful knowledge that our wealth is being managed by real experts.They are a great team with total integrity…at every step of the way, they have done exactly what they promised and kept me up to date. I thoroughly recommend using them.”
“I know that Fraser Wealth Management will provide me with carefully thought out, honest and, above all, appropriate advice that’s tailored to my needs.”
“Fraser Wealth Management are way beyond any other financial practice I have come across outside London.”
