Frazer James Financial Advisers - Bristol

Frazer James Financial Advisers is a highly reputable financial firm located at Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB, United Kingdom. With a phone number of 1179902602 and a website at frazerjames.co.uk, this company specializes in providing expert financial planning, consulting, and investment services. Financial planner, Financial consultant, Investment service are among their key specializations.

The firm offers a range of additional services to ensure a comfortable and accessible experience for all clients. These include Online appointments, Onsite services, Language assistance, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required. This commitment to client satisfaction is evident in their impressive 114 reviews on Google My Business, with an outstanding average opinion of 5/5.

With such a strong track record of personalized service and exceptional results, Frazer James Financial Advisers stands out as a top choice for anyone seeking professional financial guidance. Whether you need assistance with investment planning, retirement savings, or any other financial matter, this firm has the expertise and dedication to help you achieve your goals. We highly recommend visiting their website or contacting them directly to learn more about how they can support your financial journey.

👍 Reviews of Frazer James Financial Advisers

Hilary M.

5/5

100% recommend this firm. Wish I had found them years ago. I was referred by a really good friend who I trust implicitly. Had my first meeting being a bit skeptical and embarrassed as my financial affairs were in disarray. Met with James who was amazing , calm , thoughtful and non judgemental. That was months ago. I now have a financial plan in place that is holding my husband and I accountable as we work towards our retirement. It has taken a huge burden off me as I have finally got things in one place and a plan that works. Can’t recommend this firm enough. Big thanks to James , Chris and Clare ( and now Lewis !) for all their help in getting things in order. They also referred me to a company to help with my trust and will planning, again job excellently done!

Chris K.

5/5

James Mackay has given my wife and I all the confidence we need in respect of understanding our needs and providing expert financial advice and support. His firm is extremely efficient - thank you too Claire - and are absolutely to be recommended. They are always easy to contact and patient in explaining things. We feel totally comfortable that we are receiving professional and tailored advice from Frazer James.

Alastair S.

5/5

Having recently finished working full time I approached Frazer James for financial advice and support for pensions, investments and inheritance tax planning. I am reasonably financially savvy but it was very comforting to have experts in my corner to ensure that I didn't make any mistakes or miss a trick. Working with Frazer James gave me complete confidence in the process and decisions and I have continued with them to manage my investments.
I would certainly recommend Frazer James to anyone wanting financial planning advice or support.

Simon T.

5/5

We were recommended Frazer James by another family member and we have been delighted by the service they provide in guiding us towards retirement. There advice has been clear and concise and targeted to reach our investment goals. They are always easy to contact and we feel totally comfortable that we are receiving tailored advice that will enable us to enjoy our retirement once it comes.
I would recommend the FJ to anyone.

Wayne D.

5/5

After a few bad experiences with previous financial advisors i came across Frazer James. Thank goodness i did !! From the initial consultation i could clearly see that they understood me and more importantly they knew what improvements were needed to my portfolio to enable significantly improved investments and returns . I would have no hesitation in recommending Frazer James to friends, family and colleagues.

martin H.

5/5

Had met James before but were with another advisor at the time. We moved to Frazer James around a year ago as I was unhappy with the performance of the Financial Advice company I was with and I was due to be made redundant at the end of 2023 and wanted some fresh retirement and financial planning advice.
James and his team walked me through the best financial products for my retirement fund and my redundancy cash. The advice was first class and communications have been easy and straightforward.
The portal is a really useful tool and the improvement in my funds performance has been significant.
I can thoroughly recommend Frazer James for your financial planning advice. They are professional, friendly and very easy to deal with.

TR02TEE

5/5

Frazer James have been excellent throughout our dealings with them.They took the time to understand our goals, retirement ambitions and plans, whilst assisting us to navigate the financial landscape. The team is always on hand to answer questions, keeping things simple and clear.Without their expertise, we would not have achieved our retirement goals, which have come to fruition, as we are looking forward to a secure financial future as we retire in a couple of months. We highly recommend the whole team, you are in very good hands!

Mark B.

5/5

We spoke to a number of local potential advisers before deciding to go with Frazer James. We are nowhere near Bristol so never thought we’d end up with an adviser we’d never met in person. However, after meeting James and having several professional and informative online meetings the virtual element was of no concern. Every step of our journey has been clear, seamless, and handled professionally. The only regret is not taking this step years ago. Thoroughly recommended.