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.
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.
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, Square Works, 17–18 Berkeley Square, Bristol, BS6 6PG
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.