Andrew Frazer
DipPFS
I joined St. James's Place in 1998 and was invited to become a Partner in 2007. Over the many years I have spent in the Financial Services industry I have developed a realisation that many clients, despite being successful in their own right, find themselves in a situation where they do not have sufficient time or expertise to focus upon their finances. My aim is to bridge the gap and create long-term trusted relationships which give both private and corporate clients financial peace of mind.
As a father of two boys, my spare time is typically taken up at the side of a sports pitch or trying to keep up with them (whilst remaining upright) as they hurl themselves down steeps hills on their mountain bikes!
About
My aim is to provide a highly professional service of distinct quality and integrity that always puts the interests of my clients first. Specialising in the areas of Investment, Retirement, Protection, and Inheritance Tax Planning, I can provide reliable and expert advice for individuals and businesses seeking to achieve three principal financial objectives:
- Build or preserve wealth;
- Manage cash and borrowings;
- Gain financial protection against risk.
Please take a moment to peruse our website where you will find our Wealth Management services and expertise explained. I very much look forward to building a professional and valuable relationship with you in the future.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: Andrew Frazer
