The Fraser Heath Wealth Management Service allows us to trade investments at a discounted rate and hold them on a single client account. This enables us to deliver indepedent financial advice to clients with greater efficiency. If you run a business and employ staff you are required under new legislation to set up a pension scheme and pay statutory minimum contributions for all eligible employees.
Our Trustee Investment Service can help you assess the performance of your existing stockbroker or investment manager and provide advice as to how best meet the goals of the trust.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 39 High St, Chipping Sodbury, BS37 6BA
01454 327788
Business Name
Fraser Heath Financial Management
Services Offered
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