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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
Join John and Louise as they share their inspiring journey to retirement, made possible with the expert guidance and support of Frazer James. In this heartfelt testimonial, they discuss how personalised financial planning gave them the confidence to retire comfortably and securely. Learn about the specific strategies that Frazer James implemented to ensure their financial stability and why John and Louise highly recommend their services.
Watch Case Study 
Join Nick and Rachel as they share their experience working with Frazer James to explore the possibility of early retirement. In this inspiring testimonial, they reveal how personalised financial advice helped them understand their options, build a clear plan, and retire sooner than they ever thought possible. Discover how expert guidance gave them the confidence to leave work behind and start living their dream — sailing around the Mediterranean.
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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.