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We’ll get together with you to discuss your financial goals, take an overview of your current situation and talk you through all the options available. We’ll look at portfolios based on growth and income, ISA options (including Junior ISAs), discretionary fund management*, investment bonds, unit trusts and offshore investments, and create a balanced, tax-efficient investment strategy to best meet your needs.
Our carefully constructed, risk-rated portfolios through St. James’s Place allow you to spread your investments over a wide range of global asset types, and choose fund managers with different investment styles to suit you.
Every investment strategy is different, and yours will be unique to you – so it’s vital to talk to a member of the Franklyn team about your options in person.
Bear in mind that with any investment, its value will be directly linked to the performance of the funds selected and may fall as well as rise, so you may get back less than you invested. Taxation and reliefs from taxation can also change at any time, and are generally dependent on individual circumstances.
*This service is available through Rowan Dartington, which is part of the St. James’s Place Wealth Management Group. The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than the amount invested.
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.