Live life by design.

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.

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

We’re flexible. We know your time’s precious, so we don’t insist on a particular format. If you’re looking for financial advice in Bristol (or, beyond) we can meet in our offices or come to see you at home if you prefer. Video works too, if that’s your sort of thing.

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

Just yourself, your significant other (if you have one) and an open mind. You’re welcome to bring financial documents if you’re meeting Frazer James because you’re looking for a financial adviser in Bristol. However, the focus of this meeting will be on you, not your money.

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.

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

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!)