Frazer James Financial Advisers

  • Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB, UK, ,
profile picture of Frazer James Financial Advisers
profile picture of Frazer James Financial Advisers
profile picture of Frazer James Financial Advisers

About Business

Frazer James Financial Advisers

Business Hours

  • Monday: 8:00 AM – 6:00 PM
    Tuesday: 8:00 AM – 6:00 PM
    Wednesday: 8:00 AM – 6:00 PM
    Thursday: 8:00 AM – 6:00 PM
    Friday: 8:00 AM – 6:00 PM
    Saturday: 8:00 AM – 4:00 PM
    Sunday: Closed

Contact Detail

Location

Review

5.0
(5 Review)
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Feb 22, 2023

Really brilliant experience. While searching around online for guidance on restricted stock units (as a tech employee), I came across their helpful blog post that seemed to be exactly what I was looking for. I decided to give them a call for an initial consultation and received extremely helpful and honest advice. Thank you!

Feb 20, 2023

Just had a useful half hour chat with James. I will always take my hats off to anyone who tells you that you don't need their business. James answered my questions, told me that I was on the right track financially, and said to get in touch if my situation changed but that I otherwise didn't require his services. There's a lot of integrity in that, something sadly lacking elsewhere in the industry.

Apr 28, 2023

James, Chris and the team at Frazer James have provided a first class service from the initial contact right through to setting up all the accounts and systems. Everything is clearly set out, communicated and explained (and explained again if you want it). I was always nervous about approaching a financial advisor and whether they would have my best interests at heart. FJ don't try and upsell or suggest you change anything unnecessarily and they make sure you are completely happy before you do anything. I'm keen to see how it all pans out over the coming years, but the initial stages have been very positive.

Mar 23, 2023

Had an excellent conversation with James about my financial situation and future planning. James was very knowledgeable and knew exactly the outcome I was looking for and how to achieve it. Whilst I would have loved to work with James, as many others have said, I really admire his integrity and honesty to say that he couldn't offer me value for money because I didn't require a complex solution to achieve my goals but provided me with details of someone he felt could better help. Wouldn't hesitate to recommend this company.

Jun 03, 2023

Delighted with the service provided by James and the team at Frazer James Financial Advisers. A thorough and professional analysis of our financial position was completed culminating in a detailed advice report with clear recommendations and an action plan. The entire advice process from initial consultation to execution of recommendations was personable and very efficient - communication throughout was excellent. I would have no hesitation in recommending Frazer James to others.

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Contact Detail

Business Hours

  • Monday: 8:00 AM – 6:00 PM
    Tuesday: 8:00 AM – 6:00 PM
    Wednesday: 8:00 AM – 6:00 PM
    Thursday: 8:00 AM – 6:00 PM
    Friday: 8:00 AM – 6:00 PM
    Saturday: 8:00 AM – 4:00 PM
    Sunday: Closed

Location