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Retirement assessment 
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Retirement Assessment
A complimentary consultation for those planning their retirement.
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.
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.”
Client Stories - Real Clients, Real Success
Hear from real clients who have successfully transitioned into retirement with our expert guidance. Through personalised financial planning, we’ve helped them navigate challenges, achieve financial security, and enjoy the retirement they envisioned.
Still Have Questions? Keep Reading...
We have compiled the questions we’re most often asked.
Why Should I Consider Hiring Frazer James?
There are five reasons to consider hiring our firm:
- To turn your nest egg into a reliable income in retirement.
- To pay HMRC less tax, allowing you to keep more of your hard-earned money.
- To ensure your investments generate healthy returns, so you can meet your retirement goals.
- To spend more of your time doing the things you love in retirement.
- To ensure your spouse/family have a trusted professional to lean on if something happens to you.
Can You Meet Virtually?
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?
There are three really important things about our firm that separate us from others:
- 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.
- 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.
- 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
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?
Yes – 100% independent. This means that we’ll find the right financial solutions for your specific needs.
Are You Chartered?
Yes. Our team consists of a Chartered Financial Advisor, a Chartered Financial Planner and a Certified Financial Planner.
Are You Regulated?
We are regulated by the Financial Conduct Authority. You can check this by looking us up on the FCA register.
Schedule your consultation
From the calendar below, schedule your no-cost, no-commitment retirement strategy session.
