We're not your typical financial advisor. We're one of Bristol's top rated independent financial advisers. We help senior professionals and business owners achieve financial security. Through long-term relationships, we ensure our clients stay on track to meet their financial goals. You help me save money and make money, but by far the biggest thing I get from having you as my financial adviser is peace of mind.
Someone in my corner that is taking care of all aspects of my financial life. Since working together, I feel more organised, more secure and more positive about the future. Your advice has been exceptionally valuable financially, professionally and personally. Whenever I want to talk something through regarding my finances or even my business I know you'll make yourself available, act as a sounding board and give your honest opinion.
Someone in my corner that is taking care of all aspects of my financial life. Since working together, I feel more organised, more secure and more positive about the future. Your advice has been exceptionally valuable financially, professionally and personally. Whenever I want to talk something through regarding my finances or even my business I know you'll make yourself available, act as a sounding board and give your honest opinion.
Services
About us
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Through long-term relationships, we ensure our clients stay on track to meet their financial goals. We believe that financial advice is more than just about setting up a pension or investing your money to help it grow. We believe that financial advice, delivered properly, helps clients to discover and live their best life.
Why us
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If you're looking to work with one of the best independent financial advisers in Bristol, you've come to the right place. When working with Frazer James, you will be working with a team of highly qualified financial professionals. In addition to being Chartered Financial Advisors and Certified Financial Planners, we are the Independent Financial Adviser of the Year 2021 (South West).
What we do
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Financial Planning is about working out what you want from life and then creating a plan to get you there. Our insurance review service helps to make sure you've got the right type and right amount of insurance in place. Join thousands of readers benefitting from hints, tips and advice from the world of money, finance & investing.
How We Charge
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We only work with clients where we know we can add substantially more value than we charge. If you don't feel you've received great value, we offer a full refund, no questions asked. We only work with clients where we can add significantly more value than it costs to work together. Our fee should be a fantastic investment for every client.
About you
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As independent financial advisers (IFA), we provide pension advice, investment advice and insurance advice. Do you know whether your money is working as hard as you are? Find out how you can plan your future, whilst enjoying today. Join thousands of readers benefitting from hints, tips and advice from the world of money, finance & investing.
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