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. By 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).

By working together, you will benefit from:

1. Organisation. We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).

2. Accountability. We will help you follow through on financial commitments, by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

3. Objectivity. We act as an independent consultant, providing insight and objectivity around your finances. We make ourselves available at key moments of decision-making, providing you with independent counsel and expert input.

4. Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any changes that might be coming, and creating the action plan necessary to address and manage them ahead of time.

5. Advice. We provide independent advice on your finances, to help you make informed decisions. We explain, in clear English, the risks and benefits of different options and advise you on the best course of action.

6. Partnership. We act as your financial partner, helping you to make intelligent decisions with your finances. We provide proactive advice throughout the year, ensuring your plans stay on track and acting as a sounding board for all major decisions.

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. This is typically delivered on an ongoing basis. If we’re not the right adviser for you, we’ll refer you to somebody who is.