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

Our commitment to the environment

– We care about the future of our planet

– We commit to being a carbon neutral business by 2020

– We will make our clients aware of Environmental, Social and Governance (ESG) Investment opportunities

– We will work with suppliers who commit to offsetting their own carbon footprint

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.

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Fraser Wealth Management Awards

Investors In People to a Gold Standard

This means: We are committed to the development and wellbeing of our employees and encourage them to be the best they can be. We asked our staff: On a scale of zero to ten, how likely is it you would recommend Fraser Wealth Management as a place to work? They said 9.6 (January 2019) On a scale of zero to ten, how likely would you be to recommend Fraser Wealth Management’s services to a friend or colleague? They said 9.7 (January 2019) We first achieved Investors in People in 2007 and have been assessed at Gold standard since 2015.

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Fraser Wealth Management Awards

Cyber Essentials

This means we take the protection of our clients’ data very seriously. The government backed Cyber Essentials certification demonstrates we have put controls in place to protect us against common online security threats.

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Fraser Wealth Management Awards

BS 8577

This independently assessed British Standard for Financial Planning means: Assurance of a client-centred culture Assurance of quality of service A more professional and consistent service Value added to the services provided by the financial planner and the organisation Evidence of commitment to continual improvement and compliance Reassurance that regulatory requirements are being adhered to and monitored on an ongoing basis Access to evidence of qualifications, experience and competency We have been certified to BS 8577 every year since 2016. We were the first firm in Merseyside to achieve this standard.

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Fraser Wealth Management Awards

ISO 22222

This independently assessed International Standard for Personal Financial Planning means: You can have confidence that you will benefit from the best professional standards available. Assurance of technical knowledge, application skills and ethical behaviour. All our advisers have achieved ISO 22222 certification and are re-assessed every year. They were the first advisers in Merseyside to achieve this standard.

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