For City Professionals

At Franklyn, we have specialist experience in helping city professionals to ensure their finances work hard for them. Our head office may be based in Cheshire but many of our clients are based in The City, and as Principal Partner Practice of St. James’s Place we can provide face-to-face planning services from their location at 30 Lombard Street, London, EC3V 9BQ.

You may be a city lawyer or a management consultant, at Franklyn we understand a career in the city can provide the potential to earn substantial rewards and in some cases, retire earlier than most people. That’s where Franklyn comes in, we offer expert knowledge and advice in areas such as tax planning, retirement planning, mortgages and family protection. All essential areas to help you to protect, manage,  and grow your hard-earned cash.

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

Our Approach

Tax & Bonus Planning

Higher income earners need to make sure they’re making the most of the tax reliefs available. Franklyn offer tax and bonus planning advice on tax efficient investment schemes, ISAs, Bonus and Pension Salary sacrifice schemes and Family Trusts* to help maintain your lifestyle in retirement.

Retirement Planning

Whether you need to assess pension requirements for your employees or set up your own personal pension, Franklyn can help you make the most of your retirement opportunities.

University and School Fees planning

For any parent thinking about this most important investment, it’s essential to plan ahead. We can work with you to create a bespoke school fees plan tailored to your individual situation.

Family Protection

Once you have a family, the most important thing you can do is provide protection for them in the form of life, critical illness and disability cover. We can advise you on any aspect of protection, whether you’re considering Term Assurance, Critical Illness, Income Protection, Family Income Protection or Whole of Life Assurance.

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority


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