We want to get to know you so that the financial planning we undertake, implement and regularly review supports the life you want to live.
Independent financial planning
delivered with a human touch.
At Fraser Evelyn, we provide independent financial planning advice. We know that goals and ambitions are unique and individual to each of our clients, so we take the time to work with you to ensure that the independent financial planning you receive is delivered in a way that suits you best.
“I have known Tom for many years - both as a work colleague and, in latter years, as a client. Tom now looks after my investment portfolio and through regular meetings ensures it continues to meet my needs both for now and the future. Tom is a friendly, approachable family man, a highly knowledgeable and experienced advisor and above all is totally trustworthy and reliable. I am not sure how I would manage my investments in this very complex financial world without his guidance and advice.”
Mrs MT
Cashflow planning • Life Insurance • Critical Illness Insurance • Income Replacement Insurance
Investment Advice including ethical, ESG & SRI criteria • Pension Planning & Funding for Retirement • Retirement Income Advice
Tax Efficient Financial Planning • Inheritance Tax & Estate Planning • Liaison with other professional advisers
Regular review & planning meetings