Company Tagline
Live life by design.
Industry Category
Business Keywords
Company Description
Frazer James is a leading provider of financial services, dedicated to helping successful professionals and business owners achieve their financial goals. With a focus on living life by design, Frazer James offers award-winning financial planning and wealth management solutions tailored to each client's unique needs.
Frazer James specializes in a comprehensive suite of services, including retirement planning, independent pension advice, investment management, inheritance tax planning, and insurance planning. Located at Frazer James Financial Advisers, Square Works, 17-18 Berkeley Square, Bristol, BS8 1HB, GB, the company is committed to providing expert guidance and personalized strategies to secure long-term financial well-being.
Frazer James empowers clients to make informed decisions and build a solid financial foundation. To further enhance your company's presence and attract new clients, we invite the management team at Frazer James to create a customized and exclusive company showcase and product listing on our platform.
Key Personnel / Employees
Compare Companies Side by Side
Compare Frazer James with 3 companies in Financial-Services
| Comparison Field |
Frazer JamesMain Company |
Charlwood IFA LtdView Profile |
McAdam FinancialView Profile |
The Sooner Private F...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1988 | 2008 | |
|
Company Size
|
— | 2-10 | 201-500 | 2-10 |
|
City
|
Bournemouth, Dorset | Philadelphia, PA | Salem, 03079 | |
|
Country
|
United Kingdom | United States | ||
|
Skills & Keywords
Comparing with main company
|
10 Total Skills
Financial Planning
Wealth Management
Retirement Planning
Investment Management
Pension Advice
Tax Planning
Insurance
Independent Pension Advice
Inheritance Tax Planning
Insurance Planning
|
2 Total
1 Common
1 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
Discretionary Investment Management
|
13 Total
1 Common
12 Unique
Match
10%
Common Skills:
Wealth Management
Unique Skills:
401(K) Optimization
Advisory
Business Owner Services
Charitable Giving
College Savings Planning
Divorce Financial Planning
+6
|
12 Total
12 Unique
Unique Skills:
Accredited Investments
Advanced Tax Planning
Business Exit & Succession Planning
Business Value Acceleration
Family Office Services
FIBA
+6
|
4
Total Companies1988
Oldest Founded2
Countries35
Unique SkillsSimilar Companies
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Alternative Company Names
This company is also known as