Franklyn Financial Management - Financial Planning Team, Congleton

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Directors

Andrew Chatterton BA (Hons)

Managing Director: Chartered Financial Planner APFS

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Anthony Ashworth

Director & Senior Wealth Manager: Chartered Financial Planner APFS

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Charlotte Chatterton BSc (Hons)

Operations Director

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Stephen Parratt DipPFS BA(Hons)

Technical Director

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Ian Cottrill BA (Hons)

Business Relations Director

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Management Team

Gemma Tunstall

Practice Manager

Olivia Proctor

Mortgage Manager

Susan Smith

Group Benefits Manager

Advisers

Wes Barnes

Adviser

Sam Banks

Adviser

Andrew Burgess

Mortgage Adviser

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Dale Longshaw

Adviser

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Elisabeth Butler

Wealth Manager

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Liam Danaher

Wealth Manager

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Jock Elliot

Adviser

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Neil Carney

Adviser

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Practice Support Specialists

James Russell

Client Manager

Alex Porter

Client Manager

Jessica Viggars

Business Relations Coordinator

Chloe Tatton

Business Relations Coordinator

Chris Hughes

Paraplanner

Jessica Youle

PA to Anthony Ashworth

Luke Briars

Client Manager

Kara Jervis

Frances Coggon

Client Manager

Joanne Todd

Reception

Joshua Kandola

Paraplanner

Kirsty Venables

Client Manager

Michelle Cooper

Paraplanner

Natalie Hall

Operations Coordinator

Tara Morris

Client Manager

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The Practice together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James's Place Privacy Policy.

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.