We are a firm of forward thinking Chartered Financial Planners,proud to be helping our clients enjoy the life they want to live.
Liverpool
Joined November 2011
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At Fraser Wealth Management we aim to be the best we can be at everything we do. Here's more independent evidence of our progress towards our mission and the high standards we have already attained!
BIG CONGRATS to @FraserWM on their re-certification to BS 8577 and to Paul Bocking, Ian Paginton, Kevin Gillibrand on their 4th year of certification to ISO 22222!
Our clients raise the bar & make awesome their standard! 🤩 #BS8577 #ISO22222 #financialplanning
I'm going to "Financial Liverpool March 2019 talk - Caveat Emptor – Let the buyer beware!". See you there? eventbrite.com/e/financial-l… via @EventbriteUK
Circus Starr is a wonderful charity that we are delighted to support!
Amazing businesses like @FraserWM supporting their #Liverpool community means we can bring our #accessible and #magical circus back for another year!
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I'm going to "Financial Liverpool May 2018 talk - Crowdfunding". See you there? eventbrite.com/e/financial-l… via @EventbriteUK
I'm going to "Financial Liverpool February 2018 talk - The Pensions Income Dilemma". See you there? lnkd.in/epygKS7
I'm going to "Financial Liverpool February 2018 talk - The Pensions Income Dilemma". See you there? eventbrite.com/e/financial-l… via @EventbriteUK
HMRC will no-longer be able to pass on the cost of card handling fees, payment of tax bills by personal credit card will no-longer be permitted. The ban comes into force from 13th January, though debit cards and corporate credit cards are still allowed.
Looking forward to this meeting... lnkd.in/g8-MmiT
We have received confirmation from The Walton Centre that we raised £6,630 for the charity at the FWM Golf Day in October. Thank you everyone for your fantastic support!
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In Top 100 IFA firms only 38 advisers have ISO22222 certification. Our 4 advisers have the standard that defines personal financial planning
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We have been included in the Top 100 IFA firms for 2017 by @NewModelAdviser - the 4th consecutive year...only 34 other firms can match that.
It's official...we now manage over £200 million on behalf of our clients! Another milestone achieved!
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I'm going to "Financial Liverpool April 2017 - Social Stock Exchange / Social Investment Tax...". See you there? lnkd.in/g4Dh5xP
Watch Mr Mackie in conversation with Michelle Hoskin @littlemisswoww from Standards International talking about FWM's success as a business. xitter.gq/StandardsInt/status/84…
Catch @littlemisswoww's latest episode of The WOWW! Hour™ with Iain Mackie of @FraserWM bit.ly/2obFNvc #financialadvice #interview
We are featured in New Model Adviser magazine. Front page news! xitter.gq/StandardsInt/status/83…
Read about our amazing clients @FraserWM in @NewModelAdviser #BS8577 #ISO22222 #highstandards bit.ly/2kJC4CO
We are delighted to announce that we have moved into a new office on the Ground Floor of Exchange Station in Tithebarn Street. Fab-u-lous!
Vote for Lisa Selwyn-Shepherd to be Financial Services Woman of the Year in Liverpool! Vote here: downtowninbusiness.com/event…