Financial Services - Referral to Franklyn Financial Management Ltd
Franklyn Financial Management Ltd was established in 1999 by Andrew Chatterton, who still owns and manages the business today. Working from our Headquarters in Congleton alongside our offices in Alsager, Crewe, Sandbach, and Newcastle-under-Lyme we’ve always believed in offering long-term, consistent face-to-face advice and building strong relationships with our clients.
We’ve managed this through taking a transparent and thorough approach with each client, creating a bespoke, personal plan designed to help achieve their individual financial goals. Alongside our own experienced team, we liaise with other specialists and experts to offer you peace of mind with every aspect of your financial affairs.
We use our range of knowledge and expertise, together with years of experience, to tailor our financial management services completely to your individual circumstances. Because that’s the best way we can help you fulfil your own, or your business’s, financial ambitions.
Franklyn Financial Management Ltd is an appointed representative of St. James Place Wealth Management.
Our comprehensive range of financial services for you and your business include:
Building and Preserving Capital
o Portfolio Management
o Trust* and Estate Planning
o Pensions and Pensions Annuities
Managing Cash and Borrowings
o Referral to Cash Management service
o Referral to Foreign Exchange services
o Specialist Lending
Financial Protection Against Risk
o Specialist Insurance
o Employee Benefits
o Long-term Care
o Health Insurance
o Life Assurance
Franklyn Financial Management are proud to also have a unique relationship with Stephenson Browne through our mortgage brand, Franklyn for Mortgages.
Franklyn for Mortgages
Franklyn have built an enviable reputation for their financial insight and expert advice, tailored to each individual client’s unique circumstances. Franklyn for Mortgages brings our specialist knowledge and experience in property finance specifically to the fore, offering you access to a comprehensive range of first charge mortgages from across the market, which lenders make available to mortgage intermediaries, for which they will be paid a procuration fee by the lender making sure we can find exactly the right deal for you or your business.
At Franklyn Financial Management we are much more than just mortgage advisers, our approach takes a more holistic view, to make sure your mortgage fits perfectly with your financial position and long-term ambitions. This will include a full review of your protection and specialist insurance requirements.
So whether you’re a first-time buyer, home mover, a parent, or grandparent wanting to help a family member onto the property ladder or a business looking for premises, with Franklyn you can be sure our experts will find exactly the right mortgage for you.
To find out more please click here or call us on.
Alsager - 01270 696700
Congleton - 01270 291825
Crewe - 01270 696701
Newcastle - 01782 973463
Sandbach - 01270 696702
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority
Stephenson Browne introduces to St. James’s Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority