Who we help

Unique planning for unique people

At Franklyn we don’t just work with the high net worth individuals. We think everyone should have access to good financial planning. As proud Cheshire-based financial advisers, we advise individuals and businesses in the local area and further afield. We can help you at every stage, from buying your first home to securing a lifetime of hard-earned wealth. Franklyn planning is friendly, down-to-earth, jargon-free and tailored to anyone who needs it.

Your future matters

What happens next? That’s the big question, and great financial planning helps answer it. We know that financial security and growth is important to you and your loved ones, to your business and your career. Wherever you are in life, there’s never been a better time to start planning than right now.

you and
your family

A sound financial plan helps safeguard the future for you and your loved ones. No-one can predict everything that’s going to happen in the years to come, but good financial planning positions you to benefit from the good and help to weather the bad.

…and the plan is only the start. When you work with Franklyn, you become more than a client. We are partners, collaborating towards your rewarding, secure future. We are with you all the way, supporting, reviewing and guiding you to your own personal success story

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business and

Just like individuals, every business is different. Your aims and ambitions evolve over time. Whether you are at the head of dynamic start-up enjoying rapid growth, or a mature business owner looking to make a successful retirement, we have the insights and experience needed to help you achieve what’s next.

We will get to know you and your entire business. The plan we make together will reflect the specific nature of what you do and how you do it. A plan focused on delivering the future you are working for.

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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