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  • Official Partners

At Franklyn, we’re able to look after both your business’s specific requirements and your own – or indeed those of any of the company’s directors.

In particular, our team has specialist experience in advising on the financial needs of people who have created more capital, or who earn higher incomes and whose circumstances are therefore typically more complicated.

We can help with a range of financial matters, both personal and business-related, including:

  • Structuring remuneration packages in the most tax efficient manner
  • Corporation Tax mitigation strategies
  • Financing Management Buy-Outs/Management Buy-Ins**
  • Pension schemes and commercial property purchase
  • Tax efficient structures other than pension schemes
  • Bonus sacrificing to save Income Tax and National Insurance
  • International investments and trusts
  • Trust & estate planning*
  • Advice surrounding the exit of a business**
  • Leaving a legacy for your next of kin

Every company director’s needs are different, of course. So for advice tailored specifically to yours, it’s important to talk to 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 you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority
**These may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

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Franklyn Financial Management Ltd 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.

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 Franklyn Financial Management Ltd © 2020