Frazer James
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.ย
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.ย
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.ย
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
Fellowship of the CII is universally regarded as the premier qualification for those working in the insurance industry. This shows a commitment to continuous professional development.
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.
Frazer James was founded on the idea that ๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ ๐๐๐ฏ๐ข๐๐ ๐ง๐๐๐๐๐ ๐ฆ๐จ๐๐๐ซ๐ง๐ข๐ฌ๐ข๐ง๐ .
We believe that financial advice, delivered properly, is about helping clients discover and live their best lives. To do this, we created ๐ ๐ผ๐ป๐ฒ๐๐ฃ๐น๐ฎ๐ป, ๐ฎ ๐ฝ๐ฟ๐ผ๐๐ฒ๐ป ๐ฝ๐ฟ๐ผ๐ฐ๐ฒ๐๐ ๐ณ๐ผ๐ฟ ๐ฎ๐ฐ๐ต๐ถ๐ฒ๐๐ถ๐ป๐ด ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐๐๐ฐ๐ฐ๐ฒ๐๐ and living life on your own terms.
โข Itโs about making smarter decisions with your money, ensuring that itโs working as hard as you are, so that you can enjoy today without worrying about the future.
โข It answers the big questions, things like when can I stop working, will I have enough and what are the trade-offs?
Whatever the question, youโre in safe hands. We are a team of Certified Financial Planners & Chartered IFAs, a hallmark of quality held by less than 2% of UK advisers. This means that we know our stuff, particularly when it comes to pensions, investments and insurance.
If you decide that weโre right for you, we keep things simple. We offer fixed flat fees, so you always know exactly what youโre paying.
If for any reason youโre not entirely satisfied, we offer a full money-back guarantee.
๐ช๐ฒ ๐ธ๐ป๐ผ๐ ๐๐ต๐ฎ๐ ๐๐ผ๐๐ฟ ๐๐ถ๐บ๐ฒ ๐ถ๐ ๐น๐ถ๐บ๐ถ๐๐ฒ๐ฑ, ๐๐ผ ๐๐ฒ ๐ผ๐ณ๐ณ๐ฒ๐ฟ ๐ณ๐น๐ฒ๐
๐ถ๐ฏ๐น๐ฒ ๐บ๐ฒ๐ฒ๐๐ถ๐ป๐ด๐.
We offer evening and weekend appointments, either by video or in person. We work around your schedule, so you donโt need to take the afternoon off and find a babysitter just so that we can meet.
๐ช๐ฒ ๐ธ๐ป๐ผ๐ ๐๐ต๐ฎ๐ ๐น๐ถ๐ณ๐ฒ ๐ฐ๐ฎ๐ป ๐ฏ๐ฒ ๐๐๐ฟ๐ฒ๐๐๐ณ๐๐น, ๐๐ผ ๐๐ฒ ๐บ๐ฎ๐ธ๐ฒ ๐๐ต๐ถ๐ป๐ด๐ ๐ฒ๐ฎ๐๐.
We remove the obstacles, rather than putting them in your way. Weโll deal with your financial providers directly, so you donโt have to. We also complete the paperwork on your behalf, so thereโs no needless form filling.
๐ช๐ฒ ๐ธ๐ป๐ผ๐ ๐๐ต๐ฎ๐ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ฒ๐ ๐ฐ๐ฎ๐ป ๐ฏ๐ฒ ๐ฐ๐ผ๐บ๐ฝ๐น๐ถ๐ฐ๐ฎ๐๐ฒ๐ฑ, ๐๐ผ ๐๐ฒ ๐ธ๐ฒ๐ฒ๐ฝ ๐๐ต๐ถ๐ป๐ด๐ ๐๐ถ๐บ๐ฝ๐น๐ฒ.
We make the complicated things simple, by communicating in plain English, a language youโll understand. We take the time to explain the important things, rather than assume youโll know what we mean and avoid any confusing jargon.
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Telephone
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Online (Live chat, video, email)
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Face to face
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.
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