Frazer James Financial Advisers

My husband and I came to Frazer James looking for help with tax and retirement planning, as well as a more systematic approach to our investments. We'd been managing everything ourselves for quite a while and doing our best, but at some point we realised that having proper professional guidance would give us much better value than trying to figure it all out on our own. From the very first conversation, James, Lewis and the team made us feel welcome and at ease. They're genuinely lovely people to deal with — approachable, straightforward, and refreshingly free of finance jargon. Everything is explained in plain English, which we really appreciate. We came armed with a lot of questions (and probably a few more than most clients!), and the team has been endlessly patient with us — answering everything thoroughly, testing our hypotheses, and never making us feel rushed or silly for asking. What we value most is that they truly take the time to understand your situation and what matters to you, rather than offering one-size-fits-all solutions. That personal touch makes all the difference. We now have a clear, structured plan for our taxes, pensions and investments, and honestly, the peace of mind that comes with that is priceless. It's such a relief to know things are properly taken care of and that we have a knowledgeable, trustworthy team in our corner. Would absolutely recommend Frazer James to anyone thinking about getting their finances in order — you'll be in very good hands.

We have worked with James and the team closely over the past several months to provide a complete review of our finances covering existing pensions, investments, RSUs and tax implications, and to get everything set as we close in on retirement. We have found the whole experience very positive and professional, from the initial consultations through each step of the clearly defined review process, through to the common sense advice and recommendations, to the execution to put everything in place. We look forward to working with Frazer James over the coming years knowing we are well set for retirement with the financial peace of mind they have provided.

I’d like to thank James at Fraser James for his excellent support. Following unexpected circumstances that required financial advice, James was absolutely spot on. He stayed in regular contact between our initial meeting and the final agreement and explained everything to me. It was a fantastic personal touch that provided real peace of mind as I felt entirely out of my depth! I am now completely comfortable knowing my finances are safe under his guidance for the future.

A friend recommended Frazer James to me about 3 to 4 years ago. After an initial couple of meetings the team put together a financial plan for me. Since then I’ve worked with James Mackay to implement, monitor and tune it. James does all the work! Explains options and proposals clearly and implements any changes with speed and accuracy. It’s been an excellent experience with excellent results. Highly recommended.

Frazer James were recommended to me by a friend and business associate. From initial consultations through to adoption of an investment and wealth management strategy, we have been very impressed. The professionalism of the team, the level of service and delivery have been nothing short of what I would expect following on from our positive first meeting. In our experience, standards in businesses we have interacted with have been lowering year on year, but I am very pleased to say that is not my experience with James and his team. They are well above and beyond others we consulted with.