Frazer James Financial Advisers - Bristol

Frazer James Financial Advisers, located at Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB, United Kingdom, is a reputable financial advisory firm that offers expert financial planning, consultation, and investment services. With a phone number of 1179902602 and a website of frazerjames.co.uk, the firm has established itself as a trusted resource for individuals seeking financial advice and support.

Specialties

Frazer James Financial Advisers specializes in providing financial planning, consultation, and investment services. The firm's team of experienced financial advisers works closely with clients to understand their unique needs and goals, and provides tailored advice and support to help them achieve their financial objectives.

Other Points of Interest

The firm offers a range of convenient services, including online appointments and on-site services. Additionally, Frazer James Financial Advisers is committed to providing a welcoming and inclusive environment for all clients, with language assistance, wheelchair-accessible seating and toilets, gender-neutral toilets, and a transgender-safe space. An appointment is required to ensure that clients receive the personalized attention and support they need.

Opinions and Average Opinion

Frazer James Financial Advisers has received 114 reviews on Google My Business, with an average opinion of 5/5. Many clients have praised the firm's expertise, efficiency, and professionalism, as well as its friendly and approachable team. Here's what one client had to say: "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."

Recommendation

If you're looking for expert financial advice and support, Frazer James Financial Advisers is an excellent choice. With its convenient location at Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB, United Kingdom, and its range of services and accommodations, the firm is well-equipped to meet your needs. Contact Frazer James Financial Advisers today to schedule an appointment and start taking control of your financial future.

👍 Reviews of Frazer James Financial Advisers

Chris Kenber

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 Smith

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.

Hilary Maurice

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!

Wayne Dennis

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.

Simon Tothill

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.

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!

martin haffenden

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.

Mark Bust

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.