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Meet Stephen
Stephen Jackman came to Frazer James at a key moment in his life, as he was preparing for retirement.
The uncertainty of COVID, coupled with volatile financial markets and changes in his personal circumstances, made expert guidance essential for making confident decisions about his future.
We worked with Stephen to provide tailored advice and create a personalised financial plan, giving him the clarity and peace of mind needed to transition into retirement smoothly and securely.
Now enjoying his retirement, Stephen has the financial freedom to focus on what matters most to him. In this testimonial, he reflects on his journey—from the challenges he faced to the confidence and security he now feels about his future.
Hear Stephen’s story and discover how Frazer James helped him achieve a secure and fulfilling retirement.
“I have confidence that Frazer James will proactively monitor performance of my investments and pensions to provide added benefits to myself.”
Stephen Jackman, Client
Stephen’s Comments
I approached Frazer James and 4 other independent financial advisors in the middle of 2020 seeking advice on investment of my forthcoming maturing stakeholder pension plus other savings and investments which I hold.
Frazer James came across as the most professional, competent and friendly of the advisors and offered their services at a fair and affordable price. I have now had several meetings with them at which they came to fully understand my financial situation and immediately alleviated concerns that I had. They rapidly developed a financial plan covering my pensions, investments and savings, which has now been efficiently actioned and fully meeting with my present and future requirements through retirement. I have confidence that Frazer James will proactively monitor performance of my investments and pensions to provide added benefits to myself.
I can sincerely recommend Frazer James to anyone who has concerns over their financial situation, present and future.
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Barry and Fiona’s business success left them with a significant surplus of cash but no clear strategy for managing it effectively. Facing concerns about inflation and risk, they realised the need for expert guidance. They were searching for more than just financial advice—they wanted a strategic partner to act as their personal financial director’, helping them take control of their finances and optimise their resources. Discover how Frazer James provided Barry and Fiona with a strategy for achieving financial security and stability, beyond their business.
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Stephen’s feedback
How did you find your initial consultation?
I found James very perceptive; he listened. He didn’t have a prepared spiel, unlike some of the others. He came across as a very nice person, I felt that he really understood my situation.
Why did you choose Frazer James?
One of my recent fears is whether I have enough in reserve to see me through my retirement years. One of the very first things that James reassured me about was that, having looked at my figures, he said I was not going to run out of money. That gave me a huge sense of relief.
What impact has Frazer James’ advice had?
I have noticed certain improvements in my financial situation. I have a nice SIPP that I can draw upon as necessary.
Would you recommend Frazer James?
I am always very wary of recommending anything. However, I have recommended Frazer James to other people, and have no qualms about recommending them again.