businesses
Square Works
17-18 Berkeley Square
Bristol
Avon
BS8 1HB
Financial Advice, Financial Adviser, Independent Financial Adviser, Pension, Pensions
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An independent financial planning firm based in Bristol who does things differently.
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 It's about making smarter decisions with your money, ensuring that it's 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, you're in safe hands. We are a team of Certified and Chartered Financial Planners, 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 we're right for you, we keep things simple. We offer fixed flat fees, so you always know exactly what you're paying. There's no hidden costs and no small print.
If for any reason you're not entirely satisfied, we offer a full ๐บ๐ผ๐ป๐ฒ๐ ๐ฏ๐ฎ๐ฐ๐ธ ๐ด๐๐ฎ๐ฟ๐ฎ๐ป๐๐ฒ๐ฒ, no questions asked.
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 don't 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. We'll 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.
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 you'll understand. We take the time to explain the important things, rather than assume you'll know what we mean and avoid any confusing acronyms or jargon.
๐ช๐ฒ ๐ธ๐ป๐ผ๐ ๐๐ต๐ฎ๐ ๐๐ต๐ถ๐ ๐ถ๐ ๐ฎ ๐ฏ๐ถ๐ด ๐ฑ๐ฒ๐ฐ๐ถ๐๐ถ๐ผ๐ป, ๐๐ผ ๐๐ฒ'๐น๐น ๐ด๐ผ ๐ณ๐ถ๐ฟ๐๐.
We offer a Free Financial Health Check, which works out where you are today, where you want to be and creates a plan to get you there. There's no cost or commitment, it's just an opportunity to see if we're right for you.
Testimonials are curated by Frazer James Financial Advisers and are not independently reviewed or verified.
""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.""
Martin Nel on 14 November 2019
""We came to you with some trepidation and worry about our financial position, and not feeling very knowledgeable about the world of money. We feel a long way away from that now. We have more clarity than ever and no longer feel such a burden of uncertainty on our shoulders.""
Daniel Fry on 5 December 2019
""You help me save money and make money, but by far the biggest thing I get from having you as my adviser is peace of mind. Someone in my corner that is taking care of all aspects of my financial life.""
Harry Briffitt on 20 December 2019
""Cannot fault them! They provide a fantastic service at an affordable price. Their advice is sound and easy to understand. Definitely recommend to others.""
Lauren Cooke on 8 January 2020
""If you're looking for high quality, personalised financial advice, Frazer James are the people you want to speak to. I'm very happy with them and am happy to recommend them to anyone.""
Stephen Laird on 17 January 2020
""James and his team at Frazer James offer excellent financial advice. They helped me to understand my pension and have excellent attention to detail. I would definitely recommend to anyone in need of pension or general financial advice.""
Thomas Steel on 28 January 2020
Monday to Friday
08:00 to 18:00
Saturday
08:00 to 16:00
Sunday
Closed
We accept: