Frazer James

Independent Financial Adviser  260 Wimbledon Park Road, Southfields, London, SW19 6NW
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FCA authorised
Last authorised 14th June 2021
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
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
Miss Katherine Mock
Paraplanning Consultant
Miss Karen Malin
Compliance Support
Mr Chris Hindle
Technical Adviser & Operations Director
Mr James Mackay
Financial Adviser & Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    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.

260 Wimbledon Park Road, Southfields, London, SW19 6NW

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