Frazer James Financial Advisers - Bristol

Alastair Smith

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.

TR02TEE

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!

Simon Tothill

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 Dennis

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.

Mark Bust

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.

martin haffenden

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.

Julia Harris

We contacted Frazer James to help us to organise our finances as a family which had become quite fragmented over our working lives. Their advice has been invaluable regarding pensions and tax allowances and helped us realise our current financial position as well as make plans going forward ultimately to enable a confident retirement. We have found their approach highly personable as well as professional and their prompt and informative communication is totally reliable. We recommend Frazer James to anyone seeking sound and understandable financial advice.

Charlotte Marshall

As we approach retirement we have sought advice from Fraser James Financial Advisors. Over the last 2 years they have helped us shape an investment strategy to prepare us for this significant life transition.

The team at Fraser James is easy to deal with and very responsive, with a commitment to clarity and understanding our needs. Despite a challenging market environment they have taken us through a logical and compelling investment process. It was unfortunate that we invested at a particularly bad time, just before the usually-stable bonds market crashed. Although we are not prone to panic, the market experience has been somewhat unnerving and, of course, we would like to feel more certain that our overall portfolio will deliver the returns we need for a comfortable retirement. Throughout this period Fraser James has remained calm and, to the extent possible, reassuring. Underpinned by analysis and discussion, we are clear in our own minds that our ongoing approach to our investment strategy is the right one. Together with Fraser James, we will keep under review.

Overall, our experience with Fraser James has been positive. Their clear communication, responsiveness, and logical investment process have enabled us to lay what we believe to be a solid foundation for our retirement plans. We look forward to continuing our partnership with them as we navigate this exciting new chapter in our lives.