About us

We put your ambitions first and foremost. We call it lifestyle financial planning.

Explore lifestyle financial planning

The origin of our mantra

"For the life
you want to live"

Many people come to us because they want to know if they have enough money to be able to live the life they want before and during retirement. We employ highly qualified advisers and sophisticated cashflow modelling software to give them peace of mind and reassurance that they have the financial freedom to live that life without fear of ever running out of money.
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Iain Mackie

Iain Mackie

Managing Director

So what does 'financial planning' really mean?

We're proud of our achievements and continuous improvement

At Fraser Wealth Management, we aim to be the best we can be at everything we do. We employ independent assessment to measure our success. Here are the standards we are very proud to have achieved.

Fraser Wealth Management Awards

We're Chartered

This means that we commit to developing our knowledge, enhancing our capability and maintaining our ethical standards. Chartered status is a symbol of technical competence and signifies a public commitment to professional standards. We were the first Chartered Financial Planning firm in Liverpool and all our advisers are Chartered Financial Planners.

Fraser Wealth Management Awards

New Model Advisor

Fraser Wealth Management has been included in the Top 100 Financial Planning firms in the UK by New Model Adviser in six of the last seven years.