FJ
Frazer James Financial Advisers
Asesoramiento financiero experto, adaptado a sus objetivos, para que su patrimonio crezca con confianza.
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Business
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Asesoramiento financiero experto, adaptado a sus objetivos, para que su patrimonio crezca con confianza.
Frazer James Financial Advisers, ubicado en Bristol, se dedica a ofrecer servicios de consultoría financiera de primer nivel. Con una calificación perfecta de cinco estrellas de clientes satisfechos, el equipo ofrece planificación financiera exhaustiva, estrategias de inversión y gestión de patrimonio adaptadas a las necesidades individuales. Son conocidos por su profesionalismo, su comunicación clara y un toque personal que tranquiliza a los clientes respecto a sus decisiones financieras. Ya sea guiando a jubilados a través de la consolidación de deudas o diseñando planes de inversión, Frazer James garantiza que los clientes estén bien informados y confiados en su futuro financiero.
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Estrategias de inversión integrales y gestión de carteras para hacer crecer y proteger sus activos.
Consolidación de pensiones personalizada y planificación para asegurar su futuro financiero tras la jubilación.
Asesoramiento personalizado y claro sobre inversiones, ahorros y objetivos financieros, con revisiones periódicas.
Planes de inversión personalizados alineados con su tolerancia al riesgo y sus objetivos a largo plazo.
Monitoreo continuo y ajustes a su plan financiero para garantizar que permanezca en el buen camino.
Calificación general
Paul
We've been with FJ for a few years now. We initially came to them following a recommendation from a friend, who was himself an IFA, but not a specialist in the area we needed. Since being with FJ neither of us have looked back - they have looked after our financial needs very successfully and in a most reassuring way. We aren't people who follow our financial investments closely, nor are we interested in doing so, and so having someone to take care of all this on our behalf is invaluable to us. We hope FJ will continue to provide the excellent service they have given us for many years to come. Thank you
Felicity Greenman
I had just retired with a motely selection of pension pots and no financial advisor. After extensive research I found Frazer James. At last a company I could trust. Soon everything was under one scheme and set up to work for me. They are very easy to work with and make sure there's a comprehensive annual review. Happily recommend for all types of financial planning.
Gordon Scorer
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.
JM D
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.
James Clark
Frazer James were recommended to me, and I’ve been so pleased with the experience so far. James Mackay combines a friendly, approachable manner with clear, professional advice that’s easy to understand. He genuinely listens and tailors his guidance to my goals, giving me real confidence in my financial decisions. Highly recommended!
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