Free Retirement Assessment

A complimentary retirement review for those planning their retirement.

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Expert Retirement Advice For:

Approaching Retirement

Investors age 50+ who are planning to retire within the next ten years.

£300k+ Investments

Diligent savers with investments over £300k (excluding property).

Collaborative Planners

Seeking expert advice on pensions, investments and tax planning.

Retirement Consultation 3

How It Works

Step 1 – Schedule a Call

A tailored 60-minute video session with a specialist retirement planner. This 1-2-1 consultation will help you understand your retirement readiness and provide guidance to improve your retirement options.

Step 2 – Create Retirement Strategy

We will create a vivid picture of your retirement finances during the session. This will help you understand if you’re on the right track. We will clarify your current financial position, where you want to be and discuss how best to achieve your aims.

Step 3 – Present Retirement Plan

With your retirement strategy complete, we will have another meeting to review our findings and recommendations. We will explain exactly what you can do to improve your retirement plan, lower taxes, and optimise your investments in plain English.

Step 4 – Think About It

At the end of this process, we will ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard sell or pressure to say “yes.”

Schedule your consultation

From the calendar below, schedule your no-cost, no-commitment retirement strategy session.

Still Have Questions? Keep Reading...

We have compiled the questions we’re most often asked.

Why Should I Consider Hiring Frazer James?

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There are five reasons to consider hiring our firm:

  1. To turn your nest egg into a reliable income in retirement.
  2. To pay HMRC less tax, allowing you to keep more of your hard-earned money.
  3. To ensure your investments generate healthy returns, so you can meet your retirement goals.
  4. To spend more of your time doing the things you love in retirement.
  5. To ensure your spouse/family have a trusted professional to lean on if something happens to you.

Can You Meet Virtually?

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Yes! We currently help approximately 100 families throughout the UK navigate retirement, reduce taxes, and invest smarter.

Our firm is equipped to use videoconferencing software to meet with and advise clients (and potential clients).

How Are You Different Than Other Financial Advisers?

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There are three really important things about our firm that separate us from others:

  1. We are retirement and tax planning experts for people aged 50+. Much like a cardiologist specialises in heart health rather than treating feet, we focus exclusively on retirement planning. Our deep expertise allows us to effectively assist those preparing for retirement.
  2. We limit the number of new clients we take on. This allows us to provide unparalleled value and highly personalised service to the families that have entrusted our firm to help them.
  3. We work as a team to service our clients. Instead of being “assigned” to a financial advisor, our clients benefit from the collective expertise of our entire team rather than a single financial advisor. This collaborative strategy enhances the quality of our advice and prevents any details from being overlooked.

The difficulty in distinguishing between financial advisors is precisely why we provide this complimentary meeting. It helps you and us identify whether our capabilities align with your financial goals.

If you believe our services might be well-suited to your needs, the next step is to book a meeting.

Do I Have to Sign Up After The Initial Meeting

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Nope. Good things take time – we’re in no rush and think that you should have plenty of time to consider if we’re the right financial advisor for you. There’s absolutely no pressure to make a decision, in fact, even if you want to commit immediately, we have a ‘sleep on it’ policy, which means you have to take some time to consider if we’re the right fit.

Are You Independent?

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Yes – 100% independent. This means that we’ll find the right financial solutions for your specific needs.

Are You Chartered?

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Yes. Our team consists of a Chartered Financial Advisor, a Chartered Financial Planner and a Certified Financial Planner.

Are You Regulated?

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We are regulated by the Financial Conduct Authority. You can check this by looking us up on the FCA register.

Stars for reviews
Our experience with Frazer James has been positive. Their clear communication, responsiveness, and logical investment process have enabled us to lay what we believe to be a solid foundation for our retirement plans.
Charlotte Marshall – Retired
We received a faultless service. They explained the process in layman's terms and immediately acknowledged any query, the answer following swiftly. We highly recommend them.
Ed Caine – Retired
Having spent a career in finance, including pensions, I thought I knew what I was doing! But as I reached my 55th birthday I wanted to stop working but couldn’t figure out how it was possible, plus the pressure of self managing our pensions was becoming a burden. James and Chris have taken the worry, the complexity and the sleepless nights away and enabled us to retire with confidence and focus on more important things. We cannot thank James and the Frazer James team and their excellent service highly enough.
John Power – Retired
We have been delighted by the personal attention received by Frazer James and their promptness in responding to any queries. Their communication skills and commitment to their clients are first-rate. They always look to ensure good outcomes for investments and to explain their strategy to clients clearly and with a commitment to maximise gains. Their expertise, professionalism, and personal commitment to their clients are better than those we have encountered elsewhere.
John Ward – Retired
Excellent all round service, helping us to have the confidence to push ahead with an early retirement. Always keeping us updated promptly when we have asked. Meetings have been a pleasure.
Mark & Pip Owen – Retired
Frazer James' advice was first class and communications have been easy and straightforward. The portal is a really useful tool and the improvement in my funds performance has been significant. I can thoroughly recommend Frazer James for your financial planning advice. They are professional, friendly and very easy to deal with.
Martin Haffenden – Retired
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5 stars based on 106 reviews