Client Login 
Retirement assessment 
Book a call 
0117 990 2602 
Meet John and Michelle
When we first met John and Michelle, they were approaching retirement and wanted to ensure they were on track to meet their goals. While they had a good sense of what they wanted, they felt uncertain about how to get there and wanted clarity around their financial options.
In this video, John and Michelle talk about how Frazer James worked with them to create a clear, long-term plan. By understanding their concerns and approach to risk, we helped them take control of their finances and feel confident about their future.
Watch as they share how working with Frazer James has been more than a quick fix—it’s been about building a relationship to support them not just now, but for the years to come.
“Working with Frazer James has to be seen as a journey. It’s not just for the short term; it’s for the short, medium, and long term.”
John and Michelle, Client
John and Michelle’s Comments
When we started working with Frazer James, we were unsure about how to approach retirement. Their clear and tailored advice gave us confidence in our decisions. The cash flow planning was particularly helpful—it showed us what was possible and gave us the reassurance we needed.
Frazer James has been more than just financial advice; they’ve been a long-term partner, always listening to our needs and keeping us on track. We now feel secure and in control of our future.
More client stories
Frank and Michele wanted to ensure their retirement plans were on track while managing the complexities of pensions and investments. Despite being financially savvy, they sought expert guidance to bring clarity and structure to their situation. In this personal story, they share how Frazer James helped them confidently transition towards retirement with a clear and tailored plan.
Read Case Study 
Join Paula and Andrew as they share their experience working with Frazer James from the early days of their business. In this inspiring testimonial, they talk about how professional financial advice helped them make smart financial decisions, build long-term wealth, and create security for their growing family. Discover how ongoing, expert guidance gave them the clarity and confidence to grow their business — and why they recommend working with a financial adviser, no matter what stage you’re at.
Watch Case Study 
Get in touch
Schedule a free consultation with one of our advisers. Or, give us call us on
0117 990 2602
John and Michelle’s Feedback
How did you find your initial consultation?
A pleasant experience. I felt that we were listened to and the concerns that we had. They understood our approach to risk and tailored their service accordingly.
Why did you choose Frazer James?
After completing some due diligence on the company, including its qualifications and reputation, we felt it was a reputable outfit. We established a very good personal relationship with our adviser and felt comfortable with their advice.
How would you describe your experience of working with Frazer James?
Working with Frazer James has to be seen as a journey. It’s not just for the short term; it’s for the short, medium, and long term.
What impact has Frazer James’ advice had?
We have more control of where things are going in terms of meeting our goals than we had before.
Would you recommend Frazer James?
We’ve had a very positive experience working with Frazer James, I would say have a chat with them.