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"I don't know how my  money is working for me"

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.

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Fraser Heath Wealth Management Services in Bristol

"What does auto-enrolment mean for me and my business?"

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.

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Fraser Heath Auto Enrolment Services in Bristol

"Are you a Trustee looking for a robust advice and investment service?"

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.  Naturally we can provide a full detailed recommendation where cash is settled into the client account.

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Fraser Heath Financial Advice and Investment Services in Bristol

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  • Warning! Pension liberation/unlocking scams

    A couple of months ago and again last week I received no less than three unsolicited ... Author: James Collier 22 May 2013, 9:35am Read more

  • Doing our bit for the environment

    Fraser Heath Financial Management Ltd have been provided with a certificate congratulating us on our efforts in confidentially shredding and recycling documentation at our offices.

    Author: Richard Ellis 25 April 2013, 2:05pm Read more

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