Bringing you live news and features since 2006 

1825 acquires Bristol-based Fraser Heath Financial Management


1825, Standard Life’s wholly owned financial planning business, is to acquire Bristol-based Fraser Heath Financial Management, which has assets under advice of GBP352 million.

This will establish 1825’s South West Regional Office with 23 employees including seven planners and five paraplanners.  Formed 15 years ago, Fraser Heath offers a tailored service in wealth management, retirement planning and workplace pensions.
On completion of this acquisition, 1825 will have over 70 financial planners advising around 8,500 clients on around GBP3.7bn of their assets.
Having worked together for over 20 years, Fraser Heath’s leadership team of Jim Collier, Alan Loomes and Mark Fletcher will continue the day to day running of the business post completion. In addition Jim becomes Managing Director for the South West Regional Office and will join the 1825 Executive Committee.
Jim Collier, Managing Director at Fraser Heath, says: “In coming to this decision, we’ve undertaken a full due diligence process on 1825 and through this we’ve found that we share a number of core beliefs, including a focus on long-lasting client relationships, a similar culture and comparable investment solutions.
“We’re also looking forward to benefiting from being part of a larger group, from sharing and accessing resource, to further development of our people and fantastic career opportunities.”
 saysJulie Scott, 1825 CEO, says: “Fraser Heath is a great addition to our business and we welcome them to 1825. Establishing a regional office in the South West extends our financial planning footprint even further across the UK.
“It’s just over two years since we launched 1825 in response to the growing demand for financial advice and there are many more exciting opportunities out there as we continue to create a financial planning business of significant scale. We remain focused on growing 1825 and helping our clients plan to live the life they choose.”
The transaction is expected to complete in Q1 2018 subject to certain conditions being satisfied, including receipt of regulatory approvals.  

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by