Our story.

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.

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.