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  • Official Partners

The costs of such care – whether in a care home or your own home – can be astronomical, especially over a long period. So making sure you’re able to fund any potential need while leaving your inheritance to your family intact is a fine balancing act.

Franklyn has all the expertise you need in all areas of later life financial matters, including retirement planning, care funding, equity release* and other property options, saving and investment planning, tax matters, and estate and wealth planning.

Indeed, our team includes an Associate Member of SOLLA, the Society of Later Life Advisers, who is accredited to go beyond what’s usually expected of a financial adviser. She specialises in providing Later Life Advice, including care fees planning to help elderly clients and their families find an appropriate solution while recognising their wish to leave an inheritance.

To find out more about our specialist advice around long-term care, simply talk to a member of the Franklyn team.

*This is a lifetime mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.

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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.

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