Exceedingly good value
We have one golden rule for all the people we meet prior to them becoming a client of Frazer James. And it’s this: we must be able to add significantly more value than any fees we would charge. Our fee should be a fantastic investment for every client.
What makes us different?
Most financial planners earn their fees based on a percentage of the amount of money you have invested with them. We give you a choice of what services you want to pay for.
We won’t charge you for the time we spend getting to know you. Once we’ve identified where you are and where you want to be, that’s when we’ll provide you with a quote for the design & build stage. For this, we have fixed flat fees, so you always know where you stand.
We’ll then review all of your investments and pensions, income and expenditure and put together your financial plan. This quote is entirely based on the complexity of your financial situation, not how much wealth you have.
Once we’ve agreed on your plan, you can choose whether you want to pay for ongoing investment management and/or ongoing financial planning to ensure that your plan stays on track.
If you like what you see, drop us a line. There’s no pressure and no obligation.