We’re a different kind of financial 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.
We remove obstacles, instead of putting them in the way. There are no hurdles to jump over, no needless forms to ﬁll in. We exist to make your life simpler.
We’re in the business of helping people, pensions and investments just happen to be the tools we use.
We understand that you’re busy so we’ll do everything we can to work around you and your availability. Prefer an evening appointment or video call? No problem.
We communicate in plain English, and never use any jargon. That way, you know exactly what you’re getting. No more confusion. No more nasty surprises in the small print.
Clients want to know that their financial adviser will be there for them as they go through life. We’re a long way from retirement and we’re not going anywhere! We’ll be here for you every step of the way.
Our five promises
Simplicity and transparency
We know that finances can be complicated, so we keep things simple. We communicate in plain English and avoid any acronyms or jargon. We take the time to explain the important things, so you’ll know what we mean.
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.
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.
Want to know more? Drop us a line.