Frazer James Financial Advisers 17 - 18 Berkeley Square, Bristol BS8 1HB
About the Business
Welcome to Frazer James Financial Advisers, an established financial institution located in the heart of Bristol at the prestigious Berkeley Square. With a team of highly experienced and qualified financial advisers, we offer bespoke financial planning services to individuals, families, and businesses across the United Kingdom.
At Frazer James Financial Advisers, we believe that everyone should have access to tailored financial advice that is designed to meet their unique needs and goals. Therefore, our team works closely with each client to understand their financial circumstances, aspirations, and priorities. We provide personalized financial plans that align with our clients' objectives, helping them to achieve long-term financial security.
Our services cover various areas of finance, including investment planning, retirement planning, tax planning, estate planning, and more. We aim to deliver independent and unbiased advice on the full range of financial products available, ensuring that our clients have access to the best options at all times.
As a point of interest, Frazer James Financial Advisers has achieved a remarkable reputation for delivering outstanding financial solutions that are both comprehensive and efficient. We pride ourselves on our exceptional customer service and commit ourselves to build long-lasting and dependable relationships with our clients based on trust and transparency.
If you are looking for professional financial advice, why not get in touch with us today? Our financial advisers would be delighted to discuss your financial needs and help you on your journey towards financial success.
Photos
Location & Phone number
Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB, United Kingdom
Hours open
Monday:
08:00 - 18:00
Tuesday:
08:00 - 18:00
Wednesday:
08:00 - 18:00
Thursday:
08:00 - 18:00
Friday:
08:00 - 18:00
Saturday:
08:00 - 16:00
Sunday:
Closed
Reviews
"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."
"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!"
"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."
"I had a ‘masterclass’ on my pension with James. This is a free service and James was excellent. I found the information shared hugely informative with no pressure to complete follow up (fee) sessions. Highly recommended"
"Had a consultation this morning with James. It was a truly enlightening experience. James was knowledgeable and listened carefully to my questions and queries. He was able to answer all my questions and shared with me graphs (on Screen) that spoke a thousand words and put everything in to perspective for me. He certainly put my mind at ease. Very Very professional, I will continue to use Frazer James and will be recommending Frazer James to family, friends and loved ones. Once again thank you very much James and Frazer James."
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