Frazer James Financial Advisers - Bristol
Address: Square Works, 17 - 18 Berkeley Square, Bristol BS8 1HB, United Kingdom.
Phone: 1179902602.
Website: frazerjames.co.uk
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Online appointments, On-site services, Language assistance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 116 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Frazer James Financial Advisers
⏰ Open Hours of Frazer James Financial Advisers
- Monday: 8:30 am–5:30 pm
- Tuesday: 8:30 am–5:30 pm
- Wednesday: 8:30 am–5:30 pm
- Thursday: 8:30 am–5:30 pm
- Friday: 8:30 am–5:30 pm
- Saturday: Closed
- Sunday: Closed
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Frazer James Financial Advisers: A Comprehensive Overview
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For individuals and families seeking comprehensive and trustworthy financial advice, Frazer James Financial Advisers presents a compelling proposition. Established with a commitment to personalized service and expert guidance, the firm operates from a prestigious address at Square Works, 17-18 Berkeley Square, Bristol BS8 1HB, United Kingdom. A dedicated team of professionals offers a range of services designed to meet diverse client needs. The firmâs phone number is 1179902602, and their website, frazerjames.co.uk, provides detailed information and facilitates initial contact.
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Specialties and Services
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Frazer James Financial Advisers specializes in providing a holistic approach to financial planning and investment management. Their core competencies include:
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- Financial Planning: They craft bespoke financial plans tailored to individual circumstances, encompassing retirement planning, inheritance tax planning, and overall wealth management.
- Financial Consulting: Offering expert advice on a wide array of financial matters, from insurance solutions to mortgage advice.
- Investment Services: Providing discretionary investment management, portfolio construction, and access to a range of investment products.
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The firmâs dedication to understanding each clientâs unique goals and risk tolerance ensures that recommendations are aligned with their specific aspirations. They prioritize transparency and open communication throughout the entire advisory process.
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Location and Accessibility
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The firmâs headquarters are situated in the heart of Bristol at Square Works, 17-18 Berkeley Square. This prime location offers a professional and welcoming environment for clients. Frazer James Financial Advisers is committed to providing accessible services to all, and the premises are designed with inclusivity in mind. Specifically, the office features:
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- Wheelchair-Accessible Seating: Ensuring comfortable seating for all clients.
- Wheelchair-Accessible Toilet: Providing convenient access for individuals requiring assistance.
- Gender-Neutral Toilets: Catering to diverse preferences and needs.
- Toilet Facilities: Standard restroom facilities are available.
- LGBTQ+ Friendly Environment: A safe and welcoming space for all clients, regardless of their sexual orientation or gender identity.
- Transgender Safe Space: Demonstrating a commitment to inclusivity and respect.
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Furthermore, online appointments are readily available, offering flexibility and convenience for clients who prefer remote consultations. The firm also provides on-site services to accommodate face-to-face meetings.
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Client Feedback and Reputation
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Frazer James Financial Advisers has garnered a strong reputation for its professionalism and client-centric approach. As evidenced by 116 reviews on Google My Business, the firm consistently receives high praise for its expertise and service quality. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. This positive feedback underscores the firmâs commitment to building long-term relationships based on trust and mutual respect. Clients frequently commend the teamâs responsiveness, knowledge, and ability to explain complex financial concepts in a clear and understandable manner. The firm takes client feedback seriously and actively uses it to improve its services and processes. Details of these reviews can be found on their Google My Business profile.
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Additional Information and Considerations
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Clients should be aware that appointment is required to schedule consultations. The firm strongly recommends appointments to ensure sufficient time for a thorough discussion of individual needs and goals. Language assistance is also available to cater to clients who prefer to communicate in a language other than English. The firm's commitment to inclusivity extends beyond physical accessibility, creating a gender-neutral toilets and an LGBTQ+ friendly environment. Frazer James Financial Advisers strives to provide a welcoming and supportive experience for all clients. They are dedicated to adhering to the highest ethical standards and regulatory requirements, ensuring that clientsâ interests are always prioritized. Their team continuously updates its knowledge and expertise to remain at the forefront of the financial sector.
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In summary, Frazer James Financial Advisers offers a combination of expertise, accessibility, and a client-focused approach, making them a trusted partner for individuals seeking sound financial guidance.
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"summary": "Frazer James Financial Advisers is a Bristol-based firm providing comprehensive financial planning, consulting, and investment services, consistently receiving high praise for its expertise and client satisfaction.",
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👍 Reviews of Frazer James Financial Advisers
