Who we don’t work with
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.
There are also other types of clients that we don’t work with:
- DIY investors
- Overseas/international clients (we can only work with UK tax residents)
And types of financial advice that we don’t provide:
- One-off advice/transactional advice
- Stock picking / active fund management
- Create an investment portfolio without first having a financial plan
- Equity release
- Defined benefit pension transfers
- Self-assessment tax returns (we provide tax planning/management, but cannot submit your tax return – this is a job for your accountant)
We know what we’re good at, and we don’t stray too far from that. If you’re looking for the above, then we’re probably not the best fit for you.
Our fee should be a fantastic investment for every client. To build your financial plan, we charge a fixed flat fee. The exact price will depend on how complex your finances are and how much advice you require.
[FEE CALCULATOR GOES HERE]
What do our clients say?
What can you expect from working with Frazer James? Here are a few words from our clients:
Clarity and confidence
“I’ve recently been uneasy and slightly confused about my finances. I now have a plan for the future and a greater sense of confidence with that” – Michaela Patterson, Construction solicitorRead more
“Whenever I want to talk something through regarding my finances or even my business I know you’ll make yourself available, act as a sounding board and give your honest opinion” – Marcus Nel, Self employed sports psychologist @ ahead for the game.Read more
Open and collaborative
“What I really liked about Frazer James was their open and collaborative approach. I now have a plan in place that gives me the security I need should the worst happen. You can’t put a price on that!” – Sam Waterman, Recruitment manager @ Harding RetailRead more
“As a result of working with Frazer James, I feel that my finances are in much better shape and are being given the attention they desperately need. Definitely one of the best decisions I’ve made recently and I would recommend them to anyone.” – Jamie Branston, Marketing executive @ AtosRead more
Who we partner with
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