What we do

Let’s tackle tomorrow together

We are here to help you achieve your financial goals. That’s the bottom line. But, by taking time to get to know you, we can do better. We can design a financial plan uniquely for you – a plan aiming to make reality out of hopes and ambitions.

Our Specialist Services


What do you want your future to look like? How would you love to live your life? Whatever your aspirations and goals, we can help you achieve them by creating your sound financial plan. By taking our time to find out about you, your lifestyle and your career, we put together a plan towards achieving the future you’re hoping for.

From savings and investments to pensions and estate planning, we look at the big picture and take care of every detail. Because although you can’t know everything that the future has in store for you, you can definitely prepare for the future you want.

Our clients come in many guises. Whether you are a loving parent, a new homeowner, a keen investor, an ambitious business owner, an elite sports professional, or someone looking towards retirement – we can help build you 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.

For making mortgages easy

Finding the right mortgage is a complicated business. Maybe you’re a first-time buyer, or investing in a second home. Perhaps you want to help a family member get on the property ladder, or you’d like to re-mortgage or explore buying to let.

With so many options available, it’s hard to be certain you’ve made the best choice. Expertise is so important. We listen to your plans, take a careful look at your situation, then search the market for the mortgage that suits you.

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

Some buy to let mortgages are not regulated by the Financial Conduct Authority

International Payments

There are many reasons for moving money abroad. Maybe you’re buying a foreign property or heading overseas to live. You could be looking to transfer an inheritance, or make corporate payments. Whatever the reason, we have access to a service which can help smooth the process.

We can provide access to TorFX who provide fast, free currency transfers at competitive exchange rates. You can transfer money any time, 24/7, and you will even have a dedicated account manager to help resolve any issues. Together, we can make overseas finances as easy as being at home.

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Elite Sports

As a professional athlete, you are always looking to win.

We offer a bespoke planning service for elite sports professionals that can get your finances fighting fit. Whether you are just starting your career, or looking back on years of glory, our tailored advice will give you the edge.

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Long Term Care Concierge

We are living longer lives. Though that means more time to enjoy life, the reality is that long-term later-life care is getting more expensive. As part of our specialist financial planning services, Franklyn offers a way to help offset that risk.

Our Long-Term Care Concierge service includes advice and planning for all areas of later-life finances. We have the qualified, compassionate expertise to help you find solutions, including planning for care fees. So many financial planners neglect this crucial step. Not us, because we know that living longer shouldn’t mean losing out.

This may involve a referral to Care Sourcer, whose services are separate and distinct to those offered by St. James’s place.

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Franklyn Financial Management Ltd 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. 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