Retirement Planning Masterclass

We offer a free retirement planning masterclass to help you with your retirement planning.

The masterclass consists of a 60-minute video consultation with a specialist retirement planner.

Exclusively for

✅   UK tax residents

✅   Have £300,000+ in pensions and investments

✅   Looking to retire within the next ten years 

Key topics covered

✅   When you can afford to retire

✅   How much you can spend in retirement

✅   How to retire sooner than you originally planned

Key questions answered

✅   How much money do I need to retire?

✅   Am I on track to retire when I want to?

✅   Are my pensions/investments the best they possibly can be?

Masterclass demo


How to book your free retirement planning masterclass

To get started, simply select a date/time using the below calendar.

Once you have booked a meeting, you will be provided with a link to the Frazer James Secure Portal.

This will allow you to provide some financial information, which will be needed for your retirement planning.

Contact us

Are you looking to partner with an award-winning independent financial adviser? Make smarter decisions with your finances - book a call with an expert today.