You are using an outdated browser. Please upgrade your browser to improve your experience and security.

Perhaps it’s helping parents with expensive long-term care costs. Or helping children get on the property ladder or funding your grandchildren’s education. There are all sorts of reasons why you might want to transfer some of your wealth during your lifetime – and Franklyn’s here to help.

Whenever you share your wealth, even amongst your own family, there are implications to take into account. You’ll need to make sure your overall family wealth can also last through your own, possibly extended, retirement of course. And depending on your circumstances, there may also be tax issues to work around.

Which means your best course of action initially is to sit down face-to-face with a member of the Franklyn team to discuss your options.

Get in touch

Please enter your full name.
Please enter your telephone number.
Please enter a valid email address.
Please enter a subject.
Please enter your message.
Please contact me about my financial planning requirements
Please provide at least one preferred contact method:

Email
Telephone

Also send me future event information
The Practice together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James's Place Privacy Policy.

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 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 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.