The 30 year retirement – why you should consider working longer
November 2019
Read moreOur business was born out of the belief that the financial advice profession is missing a trick. Watch our video to find out why.
Why choose usWe can’t be all things to all people, so we don’t try to be. Instead, we’ve specifically designed our services to meet the needs of people like you.
A highly qualified team of professionals that pride themselves on going above and beyond.
Meet the whole teamFinancial Adviser & Managing Director
Prior to setting up Frazer James, I worked in several financial advisory firms, big and small, learning what works and what doesn't.
Learn MoreTechnical Adviser & Operations Director
I’ve been a paraplanner or ‘technical adviser’ since 2015, but I also have extensive experience of running financial services firms.
Learn MoreCompliance Manager
A specialist in compliance support, I help ensure the Frazer James team have the necessary systems and processes to put clients first and deliver an exceptional service.
Learn MoreParaplanning Consultant
A technical guru with over 15 years' paraplanning experience, I was recently awarded with the CISI 'Paraplanner of the Year' Award 2019.
Learn MoreWant to know more? Check out the Your Journey section.
But don’t just take our word for it, here’s what clients have to say about the Frazer James way...
You help me save money and make money, but by far the biggest thing I get from having you as my 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.
Construction Solicitor
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 away 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
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
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
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