9 ways to pay less inheritance tax
April 2021Read more
We’re not your typical financial advisor. We’re one of Bristol’s top rated independent financial advisers.
We help senior professionals and business owners achieve financial security. Through long-term relationships, we ensure our clients stay on track to meet their financial goals.
We are an independent financial adviser based in Bristol, providing pension advice, investment advice and insurance advice. We help open-minded, successful professionals create financial security for themselves and their families.
Do you know whether your money is working as hard as you are? Find out how you can plan your future, whilst enjoying today.Read more
Does it feel like there’s more cash going out than coming in? We’ll help you manage cashflow, protect your family and plan for the future.Read more
We are a highly qualified team of Chartered and Certified Independent Financial Advisers based in Bristol.Meet the whole team
Managing Director &
Independent Financial Adviser
Prior to setting up Frazer James, James worked as an Independent Financial Adviser for several financial advisory firms, learning what works and what doesn't.Learn More
Technical Financial Advisor &
Chris has been a paraplanner or ‘technical financial advisor’ since 2015, but also has extensive experience of running financial services firms.Learn More
Independent Financial Adviser
James is relatively new to the world of financial planning, making the transition from the world of investment banking and commercial insurance in 2019.Learn More
Client Service Administrator
Fernanda is a Client Service Administrator, having joined the Frazer James team in May 2021. She ensures that clients administration runs smoothly and that they receive an excellent service.Learn More
What can you expect from working with Frazer James? Here are a few words from our clients:Financial Planning
You help me save money and make money, but by far the biggest thing I get from having you as my financial adviser is peace of mind. Someone in my corner that is taking care of all aspects of my financial life.
Lawyer @ Kirkland & Ellis International LLP
I’ve previously been uneasy and slightly confused around my finances. I now have a plan for the future and a greater sense of confidence with that.
Since working together, I feel more organised, more secure and more positive about the future. Your advice has been exceptionally valuable financially, professionally and personally.
Managing Director @ Bestclean Ltd
Whenever I want to talk something through regarding my finances or even my business I know you’ll make yourself available, act as a sounding board and give your honest opinion.
Self-employed Sports Psychologist @ Ahead for the game
We came to you with some trepidation and worry about our financial position, and not feeling very knowledgeable about the world of money. We feel a long way from that now. We have more clarity than ever and no longer feel such a burden of uncertainty on our shoulders.
MD @ Datel Services
What I really liked about Frazer James was their open and collaborative approach.
I now have a plan in place that gives me the security I need should the worst happen. You can’t put a price on that!
Recruitment Manager @ Harding Retail
Working with Frazer James helped me get financially organised and in control of my finances. I now have a plan for me and my families future and with that comes peace of mind.
Senior Management Account @ BBH London
As a result of working with Frazer James, I feel that my finances are in much better shape and are being given the attention they desperately needed. Definitely one of the best decisions I’ve made recently and I would recommend them to anyone.
Marketing Executive @ Atos
The thing that struck me about Frazer James is that they were interested in me, and not my money. They took the time to find out what was important to me and what my concerns were. I’m really happy with what Frazer James are doing for me.
Business Analyst @ GSK
Frazer James were excellent. They did everything I asked of them - and more! They reduced the charges and tax paid on my current workplace pension and worked out how to make the most of my money.”
Business Analyst @ JP Morgan
James and his team at Frazer James offer excellent financial advice. They helped me to understand my pension and have excellent attention to detail. I would definitely recommend to anyone in need of pension advice.
Consumer Insight Director @ Kantar Worldpanel
Their advice was really valuable - definitely not something that we are going to regret. We now have a plan for using the inheritance that we’re really happy with.
Engineer @ Leonardo MW Ltd
If you’re looking for high quality, personalised financial advice, Frazer James are the people you want to speak to. I’m very happy with them and am happy to recommend them to anyone.
Construction Manager @ Beal Developments
Cannot fault them! They provide a fantastic service at an affordable price. Their advice is sound and easy to understand. Definitely recommend to others.
Occupational Therapist @ West London Mental Health
Simple, easy to understand and clear advice. Able to make the seemingly complicated clear to a non-expert. Can confidently recommend to others.
General Manager @ DPD
The team at Frazer James provide an excellent service. They take the time to understand my needs and then provide me with sound advice that was personalised to me. It’s been a pleasure to work with them and I would recommend them to others.
Mechanical Engineer @ Engdesign
James Mackay and his team are great. Focused on not just the customers financial goals, but also providing common sense assistance to get those life goals too. Highly recommended.
Consultant @ Podcast Mastery
The financial ramblings of an independent financial adviser.
Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.