Pop in and see us...

336 Woodchurch Rd, Prenton Wirral, Merseyside CH42 8PQ
T: 0151 608 7788 Fax: 0151 608 7755

Opening Hours

Monday to Friday  09.00 to 17.00
Saturday               09.00 to 13.00

Emergency number 07770 943548

Wealth Management From St James Place

As a Belvoir client, you have the opportunity for a financial review and expert advice from Franklyn Financial Management Limited. 

Franklyn Financial Management Limited are a senior partner practice of St. James' Place Wealth Management; A FTSE 250 company. A highly respected Wealth Management Company established in 1999, providing the ultimate investment management and financial solutions experience.

Focusing on you, your objectives and your priorities.

Committed to you by:

Providing highly experienced and qualified personal face-to-face financial adviceUnderstanding your financial circumstances and objectivesFocusing on your prioritiesAffording you the opportunity to review your financial affairs regularlyEnsuring that your investments are reviewed regularlyAgreeing an on-going servicing framework with youEnsuring that their correspondence and literature is clear and easy to understandEncouraging and listening to your feedbackEnsuring that their dealings with you are always sensitive to your particular needs.

What you can expect:

Initial meetings are provided without obligationExpert evaluation and analysis in order to identify areas they can assist you in the achieving your goals or where they believe they can add value to your existing arrangementsPlanning meetings to consider options and agree a strategy suited to your risk profile and objectivesRecommendations are always confirmed in writing and supported by personalised illustrations and key facts documentationAs future needs and objectives change over time, they believe regular face-to-face meetings to review their advice remains "fit for purpose".

Offering bespoke service and communication, working hard to understand your specific needs. 

Delivering you a tailored service through:

Face to face reviews at an agreed frequencySt James' Place wealth account summaryOnline account summaryBudget summary report and tax focus cardsInvitations to appropriate events and seminarsExclusive e-briefing serviceHalf yearly report from the Investment CommitteeRegular topical briefing notes

Advice on many aspects of wealth management, including:

Portfolio managementInvestmentsTrust and estate planningPension and pension annuitiesCash savingsMortgagesCommercial lendingGeneral InsuranceEmployee benefitsLong term careHealth insuranceLife assurance

Your Personal Guarantee

St James's Place guarantees the suitability of the advice given by members of the St. James' Place Partnership when recommending any of the wealth management products and services available from companies in the group.

This quite simply gives you reassurance and peace of mind when planning your financial future.

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