Chartered Status

Introduced by the Chartered Insurance Institute (CII) in 2007, A corporate Chartered title is a commitment to an overall standard of excellence and professionalism, and evidence of that commitment to customers, partners and employees.

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.

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SIFA Professional membership

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.

Membership of SIFA Professional enables us to offer additional support to our professional connections.These include monthly SRA CPD accredited webinars and a range of handbooks relevant to solicitors and accountants.

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Please contact us if you would like a free copy of any of the following handbooks:

  • The SIFA Handbook of Trustee Investment
  • Financial Solutions for Estate Planning
  • Planning for Later Life
  • Personal Injury Handbook