Official Partners
We aren’t like other financial planners. We speak your language. We offer specialist advice, free of jargon because we believe great financial advice should be fully accessible. We care about our community, and we get involved.
We also care about people like you, and about what matters to you. By exploring what makes you happy now, we can help make sure your future continues to deliver.
Giving great financial advice is all about communication. The more we know about you, the better the planning, and the greater the reward. We offer a wide range of services for our clients – from investment planning to retirement planning or passing on wealth. No matter what you want to achieve, it begins the same way: with a conversation.
Together, we’ll sit down and talk things over. We’ll get to the core of your financial situation – what you want to achieve, what you don’t want to risk, what your priorities are, and how your values influence your financial choices. With that information in place, we’ll tailor a plan specifically to meet your needs. Then we’ll review it, regularly, to make sure that you stay on track towards hitting your ambitions.
Our personal approach means there’s no such thing as an off-the-shelf solution with Franklyn; however,
the reliable and expert advice you’ll receive from us always has the same three principal aims:
We provide specialist financial management advice to help you grow and protect your wealth and help you achieve the future you want.
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.
We provide you with a personal financial plan created by a professional financial adviser who will work with you using intelligent financial planning tools to help you reach your goals.
We advise you on how the right protection, for you and your family, can offer you peace of mind that your hard-earned finances, estate and assets are correctly protected and managed.
We don’t just want young people to pass exams; we want them to leave school prepared for the financial realities of life.
As part of our community commitment, we work with a large number of schools in the local area. We produced a book – Franklyn, No Ordinary Fox – which we provide free to local schools. It is designed to introduce kids to the principles of financial management from an early age.
To help, we visit classrooms, accompanied by our life size version of Franklyn. We answer questions and talk the children through financial issues in a fun, engaging way.
To become a Franklyn client, you just have to get in touch. Call us on 01260 291825 or send us an email at franklyn@sjpp.co.uk. Or come and visit us at our offices in Congleton, in the heart of Cheshire.
No matter how you get in touch, a member of our team will be happy to answer your questions and book you a meeting to look at how we can help you.
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