Working in the city also gives you an awareness of the value of good advice – such as the expert knowledge Franklyn can bring to areas including tax planning, retirement planning, mortgages and family protection.
We have specialist experience in helping professionals working in the city to help make sure your finances are working hard to benefit you.
Tax & Bonus Planning
Higher income earners need to make sure they’re making the most of the tax reliefs available. So we offer tax and bonus planning advice on tax efficient investment schemes, ISAs, Bonus and Pension Salary sacrifice schemes and Family Trusts* to help maintain your lifestyle in retirement.
Whether you need to assess pension requirements for your employees or set up your own personal pension, Franklyn can help you make the most of your retirement opportunities.
University and School Fees planning
For any parent thinking about this most important investment, it’s essential to plan ahead. We can work with you to create a bespoke school fees plan tailored to your individual situation.
Once you have a family, the most important thing you can do is provide protection for them in the form of life, critical illness and disability cover. We can advise you on any aspect of protection, whether you’re considering Term Assurance, Critical Illness, Income Protection, Family Income Protection or Whole of Life Assurance.
Talking to an expert about any of your financial matters is as simple as contacting a member of the Franklyn team.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Your home may be repossessed if you do not keep up repayments on your mortgage.
*Trusts are not regulated by the Financial Conduct Authority.