Who we work with

We focus on building lasting trusted relationships with a select group of clients. We do this by providing exceptional service, at a fair price.

Our clients are often very busy, have complex affairs and are looking for a financial professional to partner with.

As their financial partner, we help them make smart financial decisions and avoid expensive mistakes.

We specialise in providing financial planning and wealth management for those who are:

How we work together

Our experts will then work out where you are now, where you want to be and create a plan of action to get you there.

We will create a strategy to make the most of your money - whether that’s saving tax, reducing costs or improving your investments.

Once agreed, we will create a detailed plan of action that summarises what needs to happen and who’s responsible for it.

We will meet at least once per year, making sure that you stay on track to meet your goals and your investments continue to perform as expected.

What do our clients say?

What can you expect from working with Frazer James? Here are a few words from our clients:

Clarity & Confidence

Always There

Open & Collaberative

Very Thorough

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.