Frazer James

Independent Financial Adviser  Frazer James Financial Advisers, Square Works, 17–18 Berkeley Square, Bristol, BS8 1HB
check
FCA authorised
Last authorised 7th June 2021
Pension & investment experts based in Bristol. Independent Financial Adviser of the Year, South West. Chartered IFA & Certified Financial Planner based in bristol. Helping clients achieve financial security & clarity. Free Consultation Available.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group risk
Meet our advisers
Mr James Mackay
Financial Adviser & Managing Director
Mr Chris Hindle
Technical Adviser & Operations Director
Katherine Mock
Paraplanning Consultant
Karen Malin
Compliance Support
Mr James Whittington
Client Associate
About us

Frazer James was founded on the idea that financial advice needed fixing, making it more affordable & more accessible. Financial advice, delivered properly, is about helping clients discover & live their best lives.

That’s why we created MoneyPlan, a proven process for achieving financial success & living life on your own terms, making your money work harder.

MoneyPlan helps you to achieve financial independence, provides financial peace of mind & creates financial security. It helps you answer the big questions such as when can I stop working and how much can I spend in retirement?

With Frazer James, you’re in safe hands. We are a team of Certified Financial Planners & Chartered IFAs, an award held by less than 2% of UK advisers.

Our personalised service is tailored to your financial needs, we work alongside you to help you make smarter decisions with all aspects of your money. We act as a sounding board, for your biggest financial questions & issues, providing you with independent & impartial advice.

We keep things simple and transparent, we offer fixed flat fees & if for any reason you’re not entirely satisfied, we offer a full money-back guarantee.

Our services

We know that your time is limited, so we offer flexible meetings.

We offer evening and weekend appointments, either by video, telephone or in person. We work around your schedule, so you don’t need to take the afternoon off or rearrange your schedule.

We know that life can be stressful, so we make things easy

We remove the obstacles, rather than putting them in your way. We deal with your financial providers directly, so you don’t have to. We also complete the paperwork on your behalf, so there’s no needless form filling.

We know that this is a big decision, so we’ll go first

We offer a Free Financial Health Check, which works out where you are today, where you want to be and creates a plan to get you there. There’s no cost or commitment, it’s just an opportunity to see if we’re right for you.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Frazer James Limited is authorised and regulated by the Financial Conduct Authority (834451).

By working with Frazer James, you are protected by the Financial Services Compensation Scheme, which means if anything goes wrong, you're covered.

We have dedicated compliance support and full professional indemnity insurance.

We have never had a complaint made and offer a full money back guarantee if you're unhappy with the service for any reason.

Frazer James Financial Advisers, Square Works, 17–18 Berkeley Square, Bristol, BS8 1HB

Similar advisers near you

Independent Financial Adviser 0.05 mi
Unique financial advisers who use original, resourceful thinking. We work closely with our clients to understand and achieve their goals.
 
Independent Financial Adviser 0.12 mi
Clifton Financial Planning is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice.
 
Independent Financial Adviser 0.17 mi
Working with you to achieve your financial goals and giving you the peace of mind and freedom that comes with financial security and stability.
 
Independent Financial Adviser 0.27 mi
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.