Wealth Management in Bristol

Q: How can I book an initial meeting?

Either give us a call or use the online booking calendar .

Award Winning Wealth Management in Bristol

Welcome to Frazer James, an Independent Financial Advisor (IFA) firm where managing, preserving and growing your wealth is at the heart of what we do.

Led by James Mackay and Chris Hindle, Frazer James is different from most wealth management firms you may have come across before.

In an industry where many advisors are nearing retirement, we offer a fresh, long-term perspective. However, age can of course often be just a number which is why we also have credentials such as an expert team of chartered professionals as well as industry recognition of our expertise via the numerous awards we’ve won.

Why Choose Frazer James For Wealth Management?

Independent And Bespoke Service: As an independent firm, we can offer truly bespoke and unbiased advice for your wealth management needs. Each strategy is crafted to suit your specific financial situation, ROI objectives and risk tolerance.

Experienced And Award-Winning: Led by the Chartered and Certified duo of James Mackay and Chris Hinde, our leadership and management team is recognised for excellence in financial and wealth management advice, with numerous industry awards.

Transparent Wealth Management Advice Fees: We believe in honesty and transparency in all our dealings. As such, you can rest easy knowing that all charges and fees for our wealth management service will be quoted to you upfront, including detailed breakdowns where necessary.

Client-Centric Philosophy: Your financial well-being and wealth management objectives is our top priority. We strive to build lasting relationships based on trust and satisfaction, focusing on delivering outcomes that meet or exceed your expectations.

For more information about our wealth management services in Bristol and beyond, schedule a free consultation with one of our financial advisers, or give us a call on 0117 990 2602.

Our Wealth Management Services:

Investment Management:

We craft personalised investment management strategies aimed at delivering optimal returns, carefully balanced with your risk tolerance. Our wealth management approach integrates experience, expertise and analysis all the while keeping your personal wealth return and management goals in mind.

Estate Planning:

Securing your assets and legacy is important for our clients. Frazer James provides estate planning services as part of our wealth management offering to ensure your assets are distributed as you wish and with keeping tax efficiencies in mind at all times.

Retirement Planning:

Effective retirement planning means you can look forward to your retirement years with peace of mind and assurance. We design retirement strategies that ensure you can retire comfortably, based on your timeline and financial goals.

Financial Planning

Financial planning is crucial for gaining clarity and insight into your financial future. It provides answers to your most pressing questions and serves as a roadmap toward greater security, wealth, and peace of mind. With a carefully designed plan, you’ll be able to evaluate the long-term impact of decisions you make today, integrating every aspect of your financial life.

Frazer James was established with a commitment to excellence, and our approach has been distinct from the very beginning. We focus on forging long-term relationships with clients. We firmly believe that a deep understanding of your individual and business will lead to the realisation of your ambitions.

James Mackay

Managing Director & Financial Advisor

Book your initial consultation.

Secure your financial future today with Frazer James. Begin by sharing a brief overview of your financial situation. This insight ensures that you are matched with the best financial adviser for your needs. Complete the questions, and instantly access your chosen adviser's calendar to schedule your initial consultation effortlessly.

Retirement Planning

Retire with less worry and more confidence.

Pensions Advice

Award-winning, expert advice on your pensions

FAQs

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.

Where are meetings held?

We’re flexible. We know your time’s precious, so we don’t insist on a particular format. We can meet in our offices or come to see you at home if you prefer. Video works too, if that’s your sort of thing.

What are your office hours?

We’re open 8am – 6pm, Monday – Friday. However, we do offer flexi-meetings: early mornings, late evenings, or we can even do the odd Saturday if that’ll help.

Do you have parking?

We’re based on Berkeley Square in Bristol. There are metered parking spaces out front. Clients are reimbursed for their parking charges.

Do I have to pay for an initial meeting?

Nope – this one’s on us.

What do I need to bring to an initial meeting?

Just yourself, your significant other (if you have one) and an open mind. You’re welcome to bring financial documents if you like, but the focus of this meeting will be on you, not your money.

How long should I allow for an initial meeting?

Again, we’re flexible. Most meetings are around 45 minutes, but we allow up to two hours in case there’s a lot to discuss.

Do I have to sign up to your services at an 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.

How can I book an initial meeting?

Either give us a call or use the online booking calendar.

Are you regulated?

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

Can you advise on final salary/defined benefit transfers?

No. This is a complex area and you will need to obtain specialist advice. We work with a number of professionals in this area and are able to refer you if need be.