Live life by design.

Award-winning financial planning and wealth management for successful professionals and business owners.

Learn more

Live life by design.

Award-winning financial planning and wealth management for successful professionals and business owners.

Learn more
our story of financial planning firm

Why choose us

Our firm is deeply committed to the success of every client we serve. We focus exclusively on people whose lives we can truly impact and improve, where our fees are their best investment.

Why choose us

We proactively plan to safeguard your long-term financial security and independence, guiding your decisions today towards a better future.

Why choose us

As chartered and certified financial planners, our small team of specialists brings unparalleled expertise across all aspects of your financial planning and wealth management.

Our awards

Our commitment to excellence has been recognised by industry leaders, resulting in multiple prestigious awards.

Stars for reviews
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.
Josh Roberts – Managing Director @ Bestclean Ltd
I feel reassured and better able to make decisions about our finances. Frazer James was responsive and active, but also worked around our timetable. A really positive experience.
Dilys Alam – Government Director
We came to you with little knowledge and some worries about our financial position. We're a long way from that now. We have clarity and no longer feel so uncertain.
Dan Fry – Managing Director @ Datel Services
Great Team, very supportive, and answer any queries very quickly. Very thorough explanations. Enjoying our long-term working relationship.
Kate Bach – Company Director @ A Squared Technologies
You help me save money and make money, but by far the biggest thing I get from you as my financial adviser is peace of mind. Someone in my corner taking care of all aspects of my financial life.
Harry Briffitt – Lawyer @ Kirkland & Ellis International LLP
We received a faultless service. They explained the process in layman's terms and immediately acknowledged any query, the answer following swiftly. We highly recommend them.
Ed Caine – Retired
Great team, listen to what your aspirations are & advise on what to do to get there. They are extremely knowledgeable & helpful.
Neil Lloyd – Bath Spa University
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5 stars based on 106 reviews

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FAQs

Are you independent?

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Yes – we’re Independent Financial Advisers based in Bristol. And as such, we’re 100% independently owned and operated. This means that we’ll find the right financial solutions for your specific needs without bias or a conflict of interest.

Are you chartered?

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Yes. Our team consists of a Chartered Financial Advisor, a Chartered Financial Planner and a Certified Financial Planner.

Where are meetings held?

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We’re flexible. We know your time’s precious, so we don’t insist on a particular format. We can meet in our offices in Bristol if you want to have a chat with a financial adviser or come to see you at home if you prefer. Video works too, if that’s your sort of thing.

Do I have to pay for an initial meeting?

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Nope – unlike many other financial advisory firms, Frazer James doesn’t charge for the initial meeting.

What do I need to bring to an initial meeting with the financial adviser?

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Just yourself, your significant other (if you have one) and an open mind. You’re welcome to bring financial documents if you like, but the focus of this meeting will be on you, not your money.

Do I have to sign up to your services at an initial meeting with the financial adviser?

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Not at all. Good things take time – we’re in no rush and think that you should have plenty of time to consider if we’re the right financial advisor for you. There’s absolutely no pressure to make a decision, in fact, even if you want to commit immediately, we have a ‘sleep on it’ policy, which means you have to take some time to consider if we’re the right fit.

Are you regulated?

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Yes, we are regulated by the Financial Conduct Authority. You can check this by looking us up on the FCA register.

What happens if my financial adviser is away on holiday?

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Service continues as normal! We’ve got two experienced and qualified financial advisors (house rules are that both can’t be away at the same time!)

lady having a free meeting with a financial planner

Get in touch

Schedule a free consultation with one of our financial advisers, or give us call.

0117 990 2602