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Fraser Heath Financial Management Ltd

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Fraser Heath Financial Management Ltd

Overview:

Fraser Heath Financial Management Ltd has roots dating back over 20 years. The company was created by a management buy-out in 2002 and is owned by three directors (James Collier, Mark Fletcher and Alan Loomes) who are each practicing financial planners.

One of our cornerstone beliefs is that while core financial planning principles can apply to most clients, there is an ever-increasing need for specialist advice. The firm has therefore adopted a process of encouraging individual advisers to specialise in areas so that the firm can provide a comprehensive service for all our clients.

We announced in October 2017 that Fraser Heath Financial Management Ltd is to be acquired by 1825, the national financial planning firm owned by the Standard Life Aberdeen Group. The regulatory approvals have now been given and as of 1st March 2018 we are now wholly owned by 1825.

We believe that 1825's ethos and culture largely mirror our own where the client has always been at the heart of everything we do and this will very much continue to be the case.

Fraser Heath now represents 1825's presence in the South West of England and will continue to serve clients from our Bristol office. We look forward to growing the business, providing high quality financial advice for our existing and new clients, and building stability and security for both clients and staff.

We operate in accordance with our conflicts of interest policy which sets out the types of actual or potential conflicts of interest which affect our business and provideds details of how we manage these. Please contact us if you would like a copy of this. Fraser Heath Financial Management Ltd is wholly owned by 1825, part of the Standard Life Aberdeen Group.

Fraser Heath Financial Management Ltd offers independent advice but if a conflict of interest arises by recommending a Standard Life Aberdeen product, the services we provide will be made on terms no less favourable to you than if the conflict or potential conflict had not existed.

History:

Fraser Heath Financial Management Ltd has roots dating back over 20 years. The company was created by a management buy-out in 2002 and is owned by three directors (James Collier, Mark Fletcher and Alan Loomes) who are each practicing financial planners.

One of our cornerstone beliefs is that while core financial planning principles can apply to most clients, there is an ever-increasing need for specialist advice. The firm has therefore adopted a process of encouraging individual advisers to specialise in areas so that the firm can provide a comprehensive service for all our clients.

We announced in October 2017 that Fraser Heath Financial Management Ltd is to be acquired by 1825, the national financial planning firm owned by the Standard Life Aberdeen Group. The regulatory approvals have now been given and as of 1st March 2018 we are now wholly owned by 1825.

We believe that 1825's ethos and culture largely mirror our own where the client has always been at the heart of everything we do and this will very much continue to be the case.

Fraser Heath now represents 1825's presence in the South West of England and will continue to serve clients from our Bristol office. We look forward to growing the business, providing high quality financial advice for our existing and new clients, and building stability and security for both clients and staff.

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