Independent financial advisor for young families

We understand the pressures you face. You need to earn for today whilst saving for tomorrow. Finding the right balance can be difficult. When you’re working hard, it’s easy to overlook your finances.

Do you know if your family will be financially stable in the years ahead? 

As independent financial advisers, we can help you get the right balance. We can help you navigate life’s inevitable ups and downs, acting as your financial guide.

We can help with a range of services, including; financial planning, investing and protecting your family. We can also help you plan for significant life events, like buying a new home or securing your financial future.

Your journey with Frazer James starts with a complimentary financial health check.

We will use this meeting to understand your current situation. We will discuss your plans for the future and how these can be achieved. By the end of the session, you will have everything you need to determine if we’re a good fit.

As life changes, so must your plan. We meet with our clients regularly to update their plan, reflecting changes in their lives.

Are you looking to work with a trusted financial professional? Get in touch today 

 

Are we the right financial advisor for you?

Are you open-minded? Are you looking to build a long-term relationship with a financial planner? If you’ve answered yes to both those questions, we’re off to a good start.

We work best with clients who value having a financial planner by their side, helping them navigate life’s challenges and making the most of their finances.

Chances are, you’re already doing well financially. You spend less than you earn and are building up savings. However, with a few tweaks, you could be doing even better. Partnering with a financial planner could be the difference between good and great. 

We only work with clients where we can add significant value to their unique financial situation. If you have a one-off problem or you require DIY financial advice, we’re probably not the right fit for you.

 

Our Fees

Our fee should be a fantastic investment for every client. To build your financial plan, we charge a fixed flat feeThe exact price will depend on how complex your finances are and how much advice you require. 

 

Additional ways we can help you on your financial journey:

Download your guide to investment success

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Common questions

  • How much should I be saving each month?
  • Where should I invest my spare income?
  • Do I have enough insurance in place?
  • What should i do with my bonus?
  • How can I reduce the amount of tax I'm paying?
  • How should I prioritise which debt to paydown first?

Contact us

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.