We’re a different kind of adviser

Frazer James was founded on the idea that financial advice, delivered properly, will help clients to discover and live their best life. We’re a different kind of financial adviser.

Our five promises

Simplicity and transparency

The world of money can be opaque and confusing. It’s our job to help filter it down to what’s important to you. We’ll then give you everything you need to make informed decisions about your money to achieve your goals.

A ‘big picture’ focus

We remain focused on the big picture, where are you today, where do you want to be and how to get there. We’ll drill down into the detail, when required, but never lose sight of what we’re trying to achieve together.

Integrity and independence

We’re completely independent, which means we’re not owned by one of the big banks or fund managers. This ensures the advice we give is based on what’s right for you, and nothing else.

Accountability

We hold each other to account. We’re accountable for the success of your financial plan but will also hold you to account for sticking to it. It’s our job as an adviser to be the mentor, guide and coach in your financial life.

Always acting in your best interests

Have you heard of a fiduciary duty? It’s a fancy way of saying that we’ll always act in good faith and in your interest, above all else. In other words, we’re in your corner.

Contact us

If you like what you see, drop us a line. There’s no pressure and no obligation.