Franklyn Financial Management - Financial Planning Team, Congleton

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Official Partners

Official Partners

Meet the Team

When you treat each client as an individual, the individuals in your team make a huge difference.

Meet the Team

When you treat each client as an individual, the individuals in your team make a huge difference.

That’s why we have some of the best in the business. Each will look at your finances individually to best suit your needs, and all embody the same philosophy and personal approach that has played such a large part in Franklyn’s success.

Over the years our talented team has grown in line with the growth of our business. To see what each of the team is really like, here’s your chance to find out.

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

Michelle Cooper

Process and Workflow Manager

Rachel Banks

Head of Finance and Compliance

Olivia Proctor

Mortgage Manager

Susan Smith

Group Benefits Manager

Gemma Tunstall

Head of People and Development

David Smith

Maintenance Manager

Advisers

Elisabeth Alexander (nee Butler)

Wealth Manager

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Wealth Manager

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Wealth Manager

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Wealth Manager

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Wealth Manager

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Adviser

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Practice Support Specialists

Jo-Hannah Eardley

Business Relations Coordinator

Natalie Hall

Operations Coordinator

Tara Morris

Client Manager

Chris Hughes

Paraplanner

Kara Jervis

PA to Anthony Ashworth

Matthew Peterson

Client Manager

Jane Randles

PA

James Russell

Client Manager

Erin Sisk

PA

Joanne Todd

Reception

Jessica Viggars

PA to Andrew Chatterton

Chloe Tatton

Business Relations Coordinator

Kirsty Venables

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.

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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