Seeking expert financial advice?

Book your initial consultation with a Certified Financial Planner. This session is specifically designed to establish if we're a good fit.

Hero 002 Balls - colour quaternary Hero 002 Balls - colour quaternary

Ready to take control of your finances?

A 20-minute video consultation with one of our Certified Financial Planners. Designed to establish if we’re a good fit.

Who’s it for?

This consultation is ideal for individuals with £200,000+ in savings, investments, and pensions who:

  • Are serious about growing their long-term wealth
  • Want to make well-informed, strategic investment decisions
  • Aim to maximise their net income through intelligent tax planning
  • Prefer to entrust their financial management to a skilled financial planner

What to expect?

In this consultation, you will:

  • Receive a Preliminary Assessment: We’ll briefly review your financial situation to understand how our services might align with your needs.
  • Gain a Financial Snapshot: Based on our preliminary assessment, we’ll provide a snapshot of what your financial future could look like with strategic planning.
  • Benefit from Introductory Insights: Although this session does not allow us to delve deeply into specifics, you can expect some high-level guidance and insights based on our initial understanding of your financial picture.

If we’re a match

Should our initial consultation reveal a good fit, we’ll invite you to an in-depth strategy session.

This is where we begin to create your personalised financial plan, offering you a clear view of how our services can help you achieve your objectives.

This session is your opportunity to see the strategic value we offer, helping you make an informed choice about partnering with us.

Book your initial consultation.

Secure your financial future today with Frazer James. Begin by sharing a brief overview of your financial situation. This insight ensures that you are matched with the best financial adviser for your needs. Complete the questions, and instantly access your chosen adviser's calendar to schedule your initial consultation effortlessly.

Stars for reviews
I have had a very positive experience with all of the team at Frazer James. They are practical, responsive and generous with their time. I would certainly recommend them to others.
Felix Hebblethwaite – HR Director
I needed some retirement support, and the team was first class in providing advice and a clear plan, and showed a real understanding of my priorities. Big thank you to the whole team.
James Childs – Director @ GSA
Since working together, I feel more organised, more secure and more positive about the future. Your advice has been exceptionally valuable financially, professionally and personally.
Josh Roberts – Managing Director @ Bestclean Ltd
Great Team, very supportive, and answer any queries very quickly. Very thorough explanations. Enjoying our long-term working relationship.
Kate Bach – Company Director @ A Squared Technologies
James, Chris and the team provided a first-class service. Everything is clear and explained. No upselling or unnecessary changes, and they make sure you are happy before you do anything.
Matt Smith – Partner @ Method Consulting
Delighted with the service from James and the team. They were thorough and professional, personable and very efficient. I have no hesitation in recommending Frazer James.
Peter Melson – Systems Architect @ Lloyds Banking Group
Great team, listen to what your aspirations are & advise on what to do to get there. They are extremely knowledgeable & helpful.
Neil Lloyd – Bath Spa University
Google Logo
5 stars based on 107 reviews