Frazer James 2022 Ratings & Reviews

About Us

Financial advisors like us are different. We aren't like most financial advisors. Our firm is the Independent Financial Adviser of the Year for the South West.

Financial security is our goal for senior professionals and business owners. Our clients are kept on track to meet their financial goals through long-term relationships.

As financial advisors, we believe that financial advice involves more than just setting up a pension or investing your money to make it grow. When delivered correctly, financial advice can help clients discover and live their best lives.

Creating a life plan involves figuring out what you want from life and then figuring out how to achieve it. We uphold a fiduciary standard for our clients as independent financial advisers. In everything we do, we put our clients' interests first.