Independent Financial Adviser of the Year, South West.

If you’re looking to work with one of the best independent financial advisers in Bristol, you’ve come to the right place.

When working with Frazer James, you will be working with a team of highly qualified financial professionals.

In addition to being Chartered Financial Advisors and Certified Financial Planners, we are the Independent Financial Adviser of the Year 2021 (South West).

As your financial partners, we will help you to make intelligent decisions with your finances over time.

Acting as your financial guide, we’ll create a plan for your finances.

This will ensure that you remain on track to achieve your goals, with regular meetings to make adjustments as you progress.

What makes us different from other IFAs?

As a small business, we treat our clients as our partners. We provide a high level of service to a relatively small number of clients.

We only work with clients where we add significant value to their financial situation.

If we’re not the right adviser for you, we’ll refer you to somebody who is.

Ready to start working with a financial professional and make the most of your finances? Get in touch today.

Independent Financial Adviser

Expert Financial Planners

Fixed Flat Fees

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Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.