Fraser Heath employs five financial planners. Our advisers are based in Bristol and the New Forest and our existing client bank ranges across the South West, South, London and the Home Counties. In the course of advising some of our larger corporate clients we travel the UK.

Our financial planners boast experience and high levels of qualifications combined with youthful vigour. Each adviser has a minimum of 20 years of experience in the financial services industry and with an average age in the mid 40s we're here for the long term.

For more about our financial planners, paraplanners and administrators, please click their name:

Administrators, headed by Jan Ramsey

We have established a strong service-orientated team to support our clients and ensure efficiency within our business. An organisational chart is attached below.