Who is Frazer James?

We are an independent financial advisor based in Bristol.

We set up Frazer James with the belief that financial advice, needed reinventing.

We wanted to build a firm that would help people use their money to get the most out of life.

We wanted to help our clients make smart decisions with all aspects of their money. Answer their biggest financial questions and issues and help them plan for and create the future that they want.

We wanted to do all that whilst keeping things simple, straight forward and without any financial jargon.

What do we do?

Well first and foremost, we’re highly qualified financial advisor. We help make sure that people are insured properly, we reduce their tax bills, we improve their investment strategies, we help them make sense of their pension options.

But really, those are just various tools that we can use. What we really do is help people to look at the big picture and focus on the financial decisions that they can make today that will enable them to achieve the lifestyle that they want in the future.

And that will be different for every person, for some, it will be retiring as soon as possible and having more freedom. For others, it might be helping them balance putting their kids through university and paying off the mortgage or selling their business and buying a holiday home abroad.

Whatever it is, our job is to act as their financial partners on their journey, understanding where they are today, where they want to be in the future and help them put a plan in place that will enable them to achieve it.

What do clients say about Frazer James?

One of the most common pieces of feedback that we get from our clients is that we help them feel more confident and clearer about their finances and their future.

Just having someone in their corner, that can simplify and manage everything, that gives people a lot of peace of mind in itself.

Additionally, all of our clients would say that we’re exceptional value for money. One of the golden rules at Frazer James is that we must be able to add significantly more value than we charge.

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