Wealth Management

Belvoir Bedford has achieved Introducer Status with one of the country’s leading wealth management companies, Franklyn Financial Management a Partner of St. James’s Place Wealth Management.

This relationship ensures that Belvoir clients in Bedford have the opportunity to have a whole range of their financial affairs looked after by experienced professionals.

The St. James’s Place Partnership is the sole advisory channel for St. James’s Place Wealth Management and comprises some of the most experienced, able and highly-regarded professionals working in financial services today. Of these near 1300 individuals a small number have been carefully selected to work with Belvoir clients, ensuring the highest level of service.

The Partners can offer specialist knowledge on taxation and provide expert financial advice that enables individuals to achieve 3 principal financial objectives:

  • Building and preserving capital
  • Managing cash and borrowing
  • Financial protection against risk
  • Through lengthy negotiations, all clients of Belvoir Lettings Bedford have access to a free initial appointment with a member of the St. James’s Place Partnership. These appointments, regardless of the query, are attended by the Partners themselves.

You will be contacted within one working day of seeking assistance and will be offered an appointment within 10 working days of the call. These timescales are exclusive to Belvoir clients.

Belvoir Lettings introduce to St. James’s Place Wealth Management, which is authorised and regulated the Financial Conduct Authority.

If you would like further information on this distinctive service, please contact us for a free confidential discussion.

Contact the bedford team

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