Fraser Heath
about us
Fraser Heath independent financial advisers in Bristol
Fraser Heath Financial Management in Bristol
The world of commerce is dominated by anonymous call centres, a lack of accountability and a shoddy service. Yet, when it comes to the most important decisions of your life or your business, you need something better. At Fraser Heath, you'll get the service you deserve. Your dedicated financial adviser will take time to understand your requirements and provide clear, responsible advice without any jargon. Our advice is independent at all times, and it is completely up to you whether you would prefer to pay a fee or whether we receive commission. Call 01454 327788 now to speak to one of our financial advisers.
Help with your financial present.....and your future
At Fraser Heath we provide many clients with a holistic service covering their requirements both now and into the future, helping them to plan for milestones such as raising a family, buying a house or business, drawing a pension and making a will. We also help with one-off requirements should you need them. It is important to regularly review your existing financial arrangements such as investments, savings and life insurance, to ensure you are getting the best value. So whether you'd like a review of your existing financial arrangements, or are interested in any one of our services, call 01454 327788 to speak to one of our financial advisers.
Personal clients in Bristol - financial advice
Our services include:
- insurance
- annuities
- financial advice in the event of a divorce
- advice to minimise the effect of inheritance tax
- pensions advice (find out more here)
- savings and investment advice (find out more here)
- income and critical illness protection
- life assurance (find out more here)
- with-profits reviews
- long term care advice
- will writing
You'll find more information about each of these services on our website. We also provide a useful selection of resources, including newsletter and monthly investment news
Corporate clients in Bristol - financial advice
We provide expert financial advice to many companies throughout Bristol and the South West. We have a detailed understanding of the financial legislation that affects businesses and are dedicated to helping our clients get the best products for their needs. Services include:
- business insurance
- business and key person protection
- business investments
- company and group pension schemes
- tax advice
Contact Fraser Heath Financial Management in Bristol
To speak to one of our advisers, call 01454 327788. We look forward to helping you.
Contact Fraser Heath about independent financial advisers in Bristol.
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latest reviews
We highly recommend Fraser Heath`s holistic and proactive approach. James Collier has handled our financial planning since 1991, together with Jan Ramsey since 1998, as part of the Fraser Heath very experienced and professional team. Excellent personal service which has built a strong relationship and trust between us.
The individual approach to my needs and willingness to spend time explaining complex financial products puts them ahead of the competition.
Financial advice team without a Ferrari between them! Can it be so? All expertise between them they could win your 'Day 13' drive. They deserve it.
The individual approach to my needs and willingness to spend time explaining complex financial products puts them ahead of the competition.
Financial advice team without a Ferrari between them! Can it be so? All expertise between them they could win your 'Day 13' drive. They deserve it.
We highly recommend Fraser Heath`s holistic and proactive approach. James Collier has handled our financial planning since 1991, together with Jan Ramsey since 1998, as part of the Fraser Heath very experienced and professional team. Excellent personal service which has built a strong relationship and trust between us. Sally & George A.
My husband, a clergyman, and I both met one of the partners of Fraser Heath through my son who at the time was serving with the Black Watch. I inherited money from my Mother in 1997 and we sought help from Mark Fletcher at Fraser Heath. He is a very good listener, quite able to work out what you need and want and two of my three children have come to this particular company after seeing how well they treated us. I was widowed in 2004 and I am seriously disabled, needing to go into a nursing home briefly as I had no home of my own, and Mark Fletcher has supported and helped me ever since. He has a great sense of humour, he asked all the right questions and I have absolute confidence that he is completely reliable. When I had to fill in a financial form for various bodies, such as the Church of England, the Vale of the White horse district Council, Mark Fletcher came to my house and did it for me. Again this helped me feel secure. I would happily recommend him and the company to anybody who needed help.
When you haven't got a clue how to make the most of, for example, any investment capacity you may have, these are the people to turn to. With a no nonsense approach and jargon free answers Fraser Heath are friendly, efficient and extremely capable of looking after you. You will receive the same level of expertise and commitment whether you are a large company or an individual investor. If you want to feel you are in safe hands then look no further.
In these days of automated responses and call centres it is so refreshing to deal with a company who genuinely know who you are, who care about you as a client and who listen to what you want. Well done, James Collier and all the team. I could not wish for a more friendly and efficient service - 17 years to date and counting....
Excellent personal attention, work hard to give advice that is genuinely tailored to our needs, extremely nice people who are a pleasure to do business with and have high ethical standards. The business is developing and adapting to keep pace with the way the financial world is changing, and they are developing new tools to make them more efficient and provide better services to their customers.
The personal attention which clients receive as well as effective performance from recommended products.
We have always received a very professional service from Fraser Heath. They have always provided excellent advice with a friendly, personal service. We have always received a prompt reply to any of our queries and would strongly recommended them.
They certainly sorted out our pension options and to date their investment advice has passed mustard and given us some healthy gains
Fraser Heath were recommended to us by a friend a few years ago, when we felt we must seek advice about our finances and pensions. Director, Mark Fletcher, travelled over to see us from West to East ( Colchester ) and we have never looked back. My wife and I have not the slightest knowledge of investments or understanding of corporate speak from financial institutions. It matters not, because Mark explains everything he is doing for us in easy language and we are delighted with the results of his advice. Put quite simply, we trust him with our money and our friend's recommendation was one of the best we have ever had. If Carlsberg did Financial Advisers then Fraser Heath are probably the best in the world!
I have known Mark Fletcher of Fraser Heath for many years. He has given my husband and I good sound advise through the years, when we were both in the employment market and also since we have retired and in need of retirement advice. Nothing is too much trouble for him and his staff from personal visits to phone calls and very prompt contact. Other members of my family also appreciate his help. Thank you Mark and your staff!
Fraser Heath's Mark Fletcher is the person my (lovely and gorgeous, of course) wife knows best and he has handled our financial affairs for some time. What we like is his openness and his ability to tailor financial plans for us. Another plus factor is that he is prepared to visit us at our home near Oxford. Well done Fraser Heath. We (yuk!) love you! Graham and Judith Rose.
Miles Hendy has helped some of our family clients with excellent advice, support and guidance. I will happily continue to recommend him.
They are truly independent and offer unconflicted advice - very rare these days. They are very up-to-date on what the markets can offer and warn about less good investments. They take an annual management fee rather than charging for transactions, so again they are not incentivised to push you into dealings. Their people are very pleasant, friendly and helpful and very knowledgeable. Altogether a great 'financial friend' to have!
Fraser Heath Financial Advisors are an extremely good and efficient organisation with a very friendly way of dealing with their clients. Nothing is too much trouble. In particular we would like to mention one of the Directors - Mark Fletcher who has been taking care of our financial affairs and has been successfully advising for a number of years. Mark and his team have always been most courteous and helpful in every way.
They have always given a friendly and very professional service to me amd my clients.
Fraser Heath have advised us for approximately six years on Financial investments, in an extremely challenging financial environment. We have been consistently pleased with advice given and the service provided. I would strongly recommend Fraser Heath - it is very difficult to know where to go for financial advice fut they have certainly fulfilled expectation.
Firstly, I love this business because of the total respect shown to their clients, no matter how little or how large their piggy-banks may be! Secondly, the guidance and advice given by Mark Fletcher has helped me sort out pension difficulties and over the years. Thirdly, I have never ever been patronised or belittled by any member of staff of Fraser Heath; in this day and age, this to me is of paramount importance.
Pensions are a mind field but the pension advice I have received for clients from Fraser Heath has been clear and understandable so clients can sucessfully pass through the mine field and make informed decisions for themselves and their family. This is helped by the caring and no jargon approach.
They offer a friendly, honest, personal service. They are easy to contact and will always return your call. We deal with Mark Fletcher and he always ensures we understand the action we are taking and why. It's good to have a company you can trust.
FH have been excellent in advising us about matters financial. We are idiots as far as this is concerned (other things too maybe) and they have helped a lot as well as not treating us like idiots (at least not to our faces). Many thanks