You are using an outdated browser. Please upgrade your browser to improve your experience and security.
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.
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/about-st-james-place/our-business/our-products-and-services. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place 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 © 2019.