Fraser James Partnership provides quality financial advice and business solutions to SMEs across all sectors – from medium-sized construction and engineering companies, to small businesses and self-employed people. We also offer cost-effective advice to other types of organisation, such as charities and partnerships.
We work closely with professionals such as solicitors and accountants to provide investment solutions for their clients, typically including trust-based solutions, guardianship advice and inheritance tax mitigation.
We also support the business community with a wide range of solutions for:
- Group Personal Pension Schemes
- Self Invested Pension Schemes (SIPPS)
- Small Self Administered Schemes (SSAS)
- Corporate Investment
- Key Man Insurance
- Shareholder Protection
- Loan Protection
Trust-based solutions, guardianship advice, inheritance tax mitigation, SSAS and certain types of corporate investment are not regulated by the FCA.
At Fraser James Partnership Ltd, we believe there is always a solution. For more information and guidance, or to speak with one of our qualified advisers, please contact us in confidence - we're here to help.
The value of your investments can go down as well as up, so you could get back less than you invested. The value of your income from your investment can go down as well as up. Past performance is no guarantee of future return.
Tax advice which contains no investment element is not regulated by the Financial Conduct Authority. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor.