About the Business

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. 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.

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.

Location & Hours

39 High St

Chipping Sodbury, BS37 6BA
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