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William Fraser Financial Planning Limited

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William Fraser Financial Planning Limited

Overview:

William Fraser Financial Planning Limited is directly authorised by the Financial Conduct
Authority (FCA Ref Number 588205). The firm offers Independent Advice and as such has no
specific agreements with any investment or insurance company.

The business is owned and managed by Mike Gough, APFS who is a Chartered Financial
Planner and has worked in the Financial Services Industry for over 30 years.

The business is free from any advice constraints and can advise in the knowledge that any
recommended investments or products can be selected from the whole market-place.

Prior to setting up William Fraser, Mike was a Director of a leading AIM listed Financial
Services Intermediary Firm and for many years was Managing Director of the firm’s
Financial Planning Division. After 16 years in a Senior Management Role with a large business,
Mike decided to set up and run his own consultancy and to focus on advice and client
orientated work. William Fraser Financial Planning has offices in Bristol but acts for individual
clients throughout the UK.

Mike also has a long-standing interest and a great deal of experience in presenting to group
audiences on financial related matters and in particular matters relating to Retirement
Planning as well as General Financial Planning and advice to Trustees.

The key aims of William Fraser Financial Planning are:-
•     To act always in the best interests of our clients

•     To agree costs with our clients prior to any work being undertaken

•     To communicate complex financial issues clearly and in a way in which
our clients can understand

•     To exceed the Professional Standards as set out by the Personal
Finance Society

•     To maintain and continually improve our knowledge and general
awareness of financial planning practice

•     To build trust through long-term ‘enjoyable’ relationships with
our clients

•     To manage the burden of paperwork to the best of our ability

The information contained within this website is subject to the UK regulatory regime and
therefore aimed at clients based in the UK.

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