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Your day-to-day arrangements may need a different approach to long-term planning. But it’s just as important to make sure they’re working as hard as every other aspect of your financial affairs. At Franklyn, there are a number of ways we can help.

Having adequate cash reserves to cover unexpected expenses is important, so our experts can help you find a ‘rainy day fund’, a temporary home for larger sums or simply maximise the interest you receive. Whether you’re a first time buyer, investing in a new home or remortgaging, they’ll find you the right deal. Or if you need to borrow to fund home improvements, make a one-off tax payment or bridge during a house purchase, for example, they could help you use your existing investments to secure a short-term loan.

Remember, your home may be repossessed if you do not keep up repayments on your mortgage.

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The Partner Practice 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 The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s representatives.

Franklyn Financial Management Limited is registered in England and Wales, Number 06280392.
Registered Office: St. James’s House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, Cheshire, CW12 1LB, England.

Copyright St. James’s Place © 2018.