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Our story.

Doing things differently since day one.

Single Team Balls

Not your typical financial adviser.

We set up Frazer James with a clear vision: to redefine financial advice. Disenchanted with a system more focused on products than people, we set out to create something different. Where clients are placed at the centre of their process, and the advice they receive is as unique as their financial situation/goals.

In an industry where many advisors are nearing retirement, we offer a fresh, long-term perspective. We establish enduring client relationships focused on long-term financial planning. We offer continuity and stability in your financial planning, a valuable promise in today’s ever-changing landscape.

As a boutique wealth management firm, we find strength in our size – large enough to handle diverse financial needs yet small enough to offer personalised care. Our team, comprised of highly qualified Certified and Chartered Financial Planners, is deeply committed to understanding your specific needs and crafting advice tailored just for you.

Choosing Frazer James goes beyond finding a financial advisor; it’s about aligning with a team that’s genuinely invested in your financial future. Our award-winning advice, rooted in expertise and personal service, ensures that partnering with Frazer James is the intelligent choice for your long-term financial journey.

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Our approach has been distinct from the very beginning. We focus on forging a long-term partnership with clients, helping them to achieve their goals by working in collaboration and always in their best interest.

Award winning service.

It’s all too easy to say that we’ll “put the client first”, but what does that mean in practice? What would that look like? First, it means listening, really listening to our clients. What do you want? What do you need? The answer to the first question informs the second. We cannot plan and advise without an understanding of your life and family, business and ambitions. We’ll take the time to do this with you. We’re passionate about our relationships with clients, to us you’re never just a client. It’s this personal understanding that will lead to greater outcomes.

Secondly, we’ll take care to work with clients for whom we can add real value. We’re always on hand to advise on any financial decisions. We can help you to make good choices and avoid costly pitfalls. We can, and wish to be, your first port-of-call. The finances of successful people can become complex and this is where we can really add value. You don’t have to do it all yourself.

We were delighted to win South West Adviser Firm of the Year in 2021. To be sure it’s very satisfying to have all one’s hard work recognised and validated. Accolades are great, but they’re not why we do what we do. Our real rewards come from your successes. The real proof that we’re doing this right comes from client referrals and testimonials. Making a difference in your life is what drives us.

Fiercely independent

We work directly with, and more importantly for, our clients - so you can be confident that your needs are our number 1 priority.

Multi-award winning

We believed that financial advice could be done better. Our awards are in recognition of the great work we do with our clients.

Highly qualified

We're highly qualified Chartered and Certified Financial Planners, committed to the highest standard of professionalism and ethics.

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 the benefit of working together is a multiple of the cost.

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.

Stars for reviews
Having spent a career in finance, including pensions, I thought I knew what I was doing! But as I reached my 55th birthday I wanted to stop working but couldn’t figure out how it was possible, plus the pressure of self managing our pensions was becoming a burden. James and Chris have taken the worry, the complexity and the sleepless nights away and enabled us to retire with confidence and focus on more important things. We cannot thank James and the Frazer James team and their excellent service highly enough.
John Power – Retired
Delighted with the service from James and the team. They were thorough and professional, personable and very efficient. I have no hesitation in recommending Frazer James.
Peter Melson – Systems Architect @ Lloyds Banking Group
We have been delighted by the personal attention received by Frazer James and their promptness in responding to any queries. Their communication skills and commitment to their clients are first-rate. They always look to ensure good outcomes for investments and to explain their strategy to clients clearly and with a commitment to maximise gains. Their expertise, professionalism, and personal commitment to their clients are better than those we have encountered elsewhere.
John Ward – Retired
Frazer James has been invaluable regarding pensions and tax allowances and helped us realise our current financial position and ultimately make plans to enable a confident retirement. We have found their approach highly personable and professional, and their prompt and informative communication is totally reliable. We recommend Frazer James to anyone seeking sound and understandable financial advice.
Julia Harris – Psychotherapist
I needed some retirement support, and the team was first class in providing advice and a clear plan, and showed a real understanding of my priorities. Big thank you to the whole team.
James Childs – Director @ GSA
I have had a very positive experience with all of the team at Frazer James. They are practical, responsive and generous with their time. I would certainly recommend them to others.
Felix Hebblethwaite – HR Director
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5 stars based on 107 reviews
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get in touch

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

0117 990 2602