3 Best Financial Services in Bristol, UK

Had met James before but were with another advisor at the time. We moved to Frazer James around a year ago as I was unhappy with the performance of the Financial Advice company I was with and I was due to be made redundant at the end of 2023 and wanted some fresh retirement and financial planning advice. James and his team walked me through the best financial products for my retirement fund and my redundancy cash. The advice was first class and communications have been easy and straightforward. The portal is a really useful tool and the improvement in my funds performance has been significant. I can thoroughly recommend Frazer James for your financial planning advice. They are professional, friendly and very easy to deal with.

Frazer James have been excellent throughout our dealings with them.They took the time to understand our goals, retirement ambitions and plans, whilst assisting us to navigate the financial landscape. The team is always on hand to answer questions, keeping things simple and clear.Without their expertise, we would not have achieved our retirement goals, which have come to fruition, as we are looking forward to a secure financial future as we retire in a couple of months. We highly recommend the whole team, you are in very good hands.

Had a very informative introductory call with James and found him highly knowledgeable and transparent in terms of fees and offering of the company. Although my specific circumstances didn’t fit, I would recommend this company to friends seeking a reputable advisor regarding UK retirement planning.

Frazer James have been advising me and investing my transferred pension funds since 2022. They have provided excellent analyses of my financial situation and on the basis of the analysis offered me various scenarios for investing. They take an holistic view to investing taking into account both your financial and life goal requirements. They are always available should you have a financial issue or query and are extremely knowledgeable on all aspects of investing and in particular , tax implications. Just as important they are very personable and know you as a person and not just a client. Fraser James are excellent financial advisors and will charge you an agreed fixed fee and not a percentage of your investments. - Steve T. Reply

I cannot recommend Natalie Gollop enough! I’m so grateful not only for securing the mortgage in the first place. But for updating me and chasing others up through every stage. Natalie is so friendly, professional and super organised. This is my first mortgage so I really didn’t understand the process, Natalie went above and beyond to explain each stage, what was required and what I needed to do. She would always check in with me which I really appreciated, and took it out of her own time to follow up with all involved and make sure everyone had what they needed to make the whole process run as smoothly as possible. I am extremely thankful that Natalie was my broker and I highly recommend Natalie to anyone who is looking for an efficient, professional and knowledgeable mortgage broker. Thank you Natalie for everything!! You’ve turned my dream into a reality and I’m so grateful.

I frantically called the amazing Natalie after hearing about her through a friend. I was about to loose out on a house that was perfect. Even though she was about to sign off for a week to get married Natalie went above and beyond. Put in my application on a Friday afternoon and by the following Wed had my morgage offer through . She has been amazing , very supportive and has explained everything in detail when I needed her to. I can't not say enough good words and praise. This lovely lady knows her job and does it well and goes above and beyond.

Hannah has been brilliant from start to finish. She's an excellent example of putting customers first by understanding what we want and advising us on our best interest. She's always available to answer questions and very knowledgeable in her field. I would highly recommend Hannah as a very friendly and competent advisor. She got me the best remortgage deal. Thanks Hannah.