Fraser Heath Financial Management Ltd has roots dating back over 20 years and was created by a management buy-out in 2002. The firm is owned by three directors who are each practicing financial planners.

One of our cornerstone beliefs is that while core financial planning principals can apply to most clients, there is an ever-increasing need for specialist advice. The firm has therefore adopted a process of encouraging individual advisers to specialise in specific areas (such as Inheritance Tax Planning, Wealth Management, Pensions and Corporate Planning) so that the firm can provide a comprehensive service for all our clients. We also have expert knowledge in "Third Way Pensions" and have a dedicated website at www.retirement-thethirdway.com). All financial planners are experienced and skilled at guiding clients through their options leading up to and during their retirement.

Our practice approach of specialising in certain areas brings similarities with how solicitor practices operate. Fraser Heath has recently undertaken a series of seminars for probate solicitors related to our innovative Inheritance Tax solution, Equilibrium. The firm also has one of the first financial planners to be accredited by Resolution as a Divorce Specialist.

The firm has over 3,000 clients although the range of services provided to these clients varies depending on the needs of the client. While every client receives our twice yearly newsletter and our monthly Investment Meeting minutes if requested, each financial planner has an average of around 200 clients who enjoy a personalised and dedicated support with regular portfolio reviews.

Our advisers are backed up by a strong support team including three qualified financial researchers, 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 without any obligation.

For more information, please visit our main website www.fraserheath.co.uk or send an email to Miles Hendy at miles@fraserheath.co.uk

Note: The information on this site is designed to inform you about with-profits and our services. Ideas mentioned are not a recommendation. Decisions you make based on reading this website are your own and Fraser Heath accept no responsibility for any loss suffered. For a personal recommendation, please contact us.