ABOUT FRANKLYN

For us, business is personal

It’s about building relationships and getting to know the real you. This philosophy has guided our growth – without sacrificing our friendly, personal touch.

Our Values

We take a lot of pride in what we achieve but more than that, we are proud of how we achieve it. Meaningful values and great vision are what distinguishes a company like ours. We believe in what we do, and how we do it. In fact, we believe that there is no company quite like Franklyn.

Integrity

We believe that financial management can be a force for good. We live that belief, in our commitment to charity, to social responsibility, to ethical investment planning, and to our clients.

Courage and Resilience

We believe that the way to succeed is to face the truth, however good or bad. We never shy away from responsibility and we always do what we think is right.

Together

Few great things are achieved in isolation. We believe that sound financial planning is a collaboration – between team members, and between you and us.

 

Excellence

Our clients put huge trust in us. We aim to repay that trust every single day, with fantastic client-service that combines a genuine, friendly manner with professionalism and expertise.

Continuous Improvement

The world of financial planning is ever-evolving. We owe it to our clients to remain ahead of the curve in knowledge, expertise and service-levels.

Our People

Talent and experience at your service

The Franklyn team is made up from some of the best in the business. Everyone here shares a commitment to your financial future. We look forward to working together to help you achieve your goals.

Meet The Team

Our Story

These days we believe we are Cheshire’s favourite financial management team. The journey to get here has been filled with adventure, excitement and plenty of wonderful moments. Let’s take a look at some key chapters in the Franklyn story.

1998

1999

2004

2005

2007

2008

2009

2010

2012

2014

2015

2016

2017

2020

2022

2023

1998

Andrew Chatterton joins J. Rothschild Assurance (now St. James’s Place) as a Financial Advisor.

1999

Andrew becomes an Associate Partner of St. James’s Place

2004

Directors, Charlotte Chatterton and Stephen Parratt join the company.

2005

Franklyn achieves partner level of St. James’s Place.

2007

St. James House is officially opened by the now late Mike Wilson, St. James’s Place then Chairman, now Co-Founder and Joint Life President.

2008

The inaugural Franklyn Summer Swing takes place. This, now annual golf-day event, raised over £6k for the St James’s Place Foundation, to help support charities for young people in the UK and abroad.

2009

We held a number of events over a two-year period to raise money for the Supporting Ruby’s Fund charity to build a sensory play area in Congleton.

2010

Franklyn wins ‘Professional Service Provider of the Year’ at the first East Chamber of Commerce Awards.

2012

The Fifth Summer Swing takes place and is bigger than ever. This year, together with St. James’s Place, we raise £70k – bringing the total raised over five years to £168,000.

2014

St. James’s Place enters the FTSE 100 for the first time. Andrew Chatterton is one of select few SJP members invited to meet the Queen due to his extensive charity efforts.

2015

8th Summer Swing event raises £104k, bringing the total funds raised to £378,000 for charitable causes.

2016

Andrew Chatterton wins the St. James’s Place Stephen Sutton Foundation Award. This recognised Andrew’s commitment to charitable fundraising. Franklyn named ‘Business of the Year’ at the East Chamber of Commerce Awards

2017

Anthony Ashworth becomes Company Director. We open our brand-new offices at 4-5 Bradshaw Court, in Congleton. The 10th Summer Swing event takes place and the decade-long fundraising total reaches an incredible £680,000, including a record-breaking £201,225 raised on the night.

2020

The world entered the chaos of the pandemic. Such unpredictability was a challenge for everyone, including those in Financial Services. However, with determination, commitment and great teamwork, we weathered the storm and we can look to a bright future, for Franklyn and our clients.

2022

Andrew becomes a Principal Partner of St. James’s Place. Only 2% of the advisers within St. James’s Place have reached this level.

Andy is awarded the very prestigious Spears award which highlights the work of the best private client advisers, wealth managers, lawyers and providers of services to high net-worth individuals.

Find Out More

2023

Andy is yet again awarded the very prestigious Spears award for the second consecutive year.

Find Out More

Why Choose Franklyn?

With so many financial advisers out there, it’s important to be special.

At Franklyn, we believe that we are. Everything we do is centred on you, the client, and we never settle for any ambition less than excellence.

We have also expanded our team to include specialists and experts in many fields. We can help you with the specifics of mortgages, elite sports, access to international payments and more. No matter what you come to us for, our commitment to your financial interests and happy future never changes.

Plus we’re proud to be a Managing Partner Practice of the St. James’s Place Wealth Management Group – a FTSE 100 company with over £60 billion of client funds under management.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Here’s just a few reasons that Franklyn is the smart choice for your financial future.

  • A dedicated adviser who understands the specific details of your finances.
  • Specialist advice that is expertly informed, but jargon-free.
  • We are continually on the look-out for new opportunities to grow, or secure your money.
  • Regular reviews – we know that things change and we can adapt, adjust and re-think, to keep your plans on track.
  • We focus on what is right – with a real commitment to our local community and our wider social responsibility.
  • Our proven track record of success over many years – you can have confidence in our advice.

Recognition

Our fantastic service has been recognised by numerous awards. In 2023 & 2016, Franklyn was named Business of the Year at the East Cheshire Chamber of Commerce awards. Franklyn also received the Business and Engagement award in 2018 as well as the Corporate Social Responsibility award in 2019. Our founder, Andrew Chatterton has been named in the prestigious Spears 500 list of recommended wealth managers for two consecutive years in 2022 & 2023.

St. James’s Place Stephen Sutton Foundation Award

Andrew has also been awarded the St. James’s Place Stephen Sutton Foundation Award for his commitment to charitable projects.

St. James's Place Principal Partner

Andrew is also a Principal Partner of St. James’s Place. Only 2% of the Financial Advisers within St. James's Place have reached this level.


Social Responsibility

When it comes to social responsibility, Franklyn leads from the front. We have won awards for our commitment to charity, with our annual ‘Summer Swing’ and ‘Winter Waltz’ raising over £1.46 million to support projects for young people.

We believe in giving back to our community, through a range of ways from Sponsoring local sports teams to visiting schools to provide financial education classes – we believe in doing the right thing and have a very strong commitment to making a difference in our community.

We are also great believers in the power of responsible, ethical and sustainable investing. When it comes to your portfolio, we can help you put your money into things that also aim to add something back to the world.

 

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.

 

Click here to read more about our charity and community news

Supporting our local community

Community is very close to our hearts. Since we opened our offices in Congleton in 1999, we have been on a mission to become the destination for financial services in Cheshire. The local community have embraced us – and we are always looking for ways to return that support, from fundraising for local good causes, to participating in community activities.

Financial Education

We make regular visits to local schools, led by our friendly mascot – the Franklyn Fox – with the aim of educating the next generation about their finances.

We’ve even written a book, working alongside award-winning author, Nick Jones, and Film & TV superior Illustrator, Ant Harding, Franklyn have created ‘Franklyn – No Ordinary Fox’ to help teach children the importance of investing in their future, as well as touching on themes of being kind to one another and to the world we live in.

You’ll also spot the Fox at other community events, including the side-lines of Sale Sharks and Stoke City FC – who we are proud to sponsor.

Read More About Franklyn Fox

 

Our Sponsorships

Franklyn are very proud to be members of the East Cheshire Chamber as a Patron Sponsor.

We’re also passionate about sport in the local area, that’s why we have teamed up with local teams Stoke City and Sale Sharks and also sponsor smaller, grassroots teams such as King’s School Macclesfield Rugby.

Read More About Our Sponsorships

Responsible Investing

We are great believers in the power of responsible and ethical investing. Responsibility is at the top of our agenda, from our carbon footprint, and commitment to sustainability, to our workplace culture and commitment to diversity & inclusion. When it comes to your portfolio, we can help you put your money into things that also aim to add something back to the world. By working with Franklyn your money is not only well managed, we also want it to be a force for good.

 

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.

Please note that clicking a link will open the external window in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James’s Place.

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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. Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, and refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk