A lot of the Financial Planning work we do can include complex strategies for our clients as part of a fully holistic approach to achieving their long-term financial goals. This means we often need to work closely with solicitors & legal representatives to help with the protection of clients’ estates and later life planning.
We also work closely with accountants and tax specialists to ensure clients make the most of their income from investments and minimise their tax burden.
We have many direct relationships with protection and insurance advisers to ensure clients, their loved ones and their businesses have all the relevant protections in place to prepare for every eventuality.
Our Franklyn for Mortgages division works alongside property advisers and estate agents, such as our partnership with Belvoir & Stephenson Browne, to get you the right mortgage as an individual or advise on a number of financial issues concerning landlords, including buy-to-let taxation and property ownership to name but a few.
The diagram below outlines how Franklyn is very much part of a number of incredibly important partnerships, all working together, with our client very much at the heart of everything we do.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
If you would like to talk to Franklyn about collaboration and partnership we would welcome you to get in touch and our team will be happy to introduce you to the best person in the business to talk to.