Itâs about building relationships and getting to know the real you. This philosophy has guided our growth â without sacrificing our friendly, personal touch.
Official Partners
Itâs about building relationships and getting to know the real you. This philosophy has guided our growth â without sacrificing our friendly, personal touch.
We take a lot of pride in what we achieve but more than that, we are proud of how we achieve it. Meaningful values and great vision are what distinguishes a company like ours. We believe in what we do, and how we do it. In fact, we believe that there is no company quite like Franklyn.
Integrity
We believe that financial management can be a force for good. We live that belief, in our commitment to charity, to social responsibility, to ethical investment planning, and to our clients.
Courage and Resilience
We believe that the way to succeed is to face the truth, however good or bad. We never shy away from responsibility and we always do what we think is right.
Together
Few great things are achieved in isolation. We believe that sound financial planning is a collaboration â between team members, and between you and us.
Excellence
Our clients put huge trust in us. We aim to repay that trust every single day, with fantastic client-service that combines a genuine, friendly manner with professionalism and expertise.
Continuous Improvement
The world of financial planning is ever-evolving. We owe it to our clients to remain ahead of the curve in knowledge, expertise and service-levels.
Talent and experience at your service
The Franklyn team is made up from some of the best in the business. Everyone here shares a commitment to your financial future. We look forward to working together to help you achieve your goals.
At Franklyn, we believe that we are. Everything we do is centred on you, the client, and we never settle for any ambition less than excellence.
We have also expanded our team to include specialists and experts in many fields. We can help you with the specifics of mortgages, elite sports, access to international payments and more. No matter what you come to us for, our commitment to your financial interests and happy future never changes.
Plus weâre proud to be a Managing Partner Practice of the St. Jamesâs Place Wealth Management Group â a FTSE 100 company with over £60 billion of client funds under management.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Our fantastic service has been recognised by numerous awards. In 2023 & 2016, Franklyn was named Business of the Year at the East Cheshire Chamber of Commerce awards. Franklyn also received the Business and Engagement award in 2018 as well as the Corporate Social Responsibility award in 2019. Our founder, Andrew Chatterton has been named in the prestigious Spears 500 list of recommended wealth managers for two consecutive years in 2022 & 2023. In 2024 Andrew was awarded "âTOP RECOMMENDEDâ High Net Worth Wealth Manager status in the Spear's 500 index.
Andrew has also been awarded the St. Jamesâs Place Stephen Sutton Foundation Award for his commitment to charitable projects.
Andrew is also a Principal Partner of St. Jamesâs Place. Only 2% of the Financial Advisers within St. James's Place have reached this level.
When it comes to social responsibility, Franklyn leads from the front. We have won awards for our commitment to charity, with our annual âSummer Swingâ and âWinter Waltzâ raising over £1.46 million to support projects for young people.
We believe in giving back to our community, through a range of ways from Sponsoring local sports teams to visiting schools to provide financial education classes – we believe in doing the right thing and have a very strong commitment to making a difference in our community.
We are also great believers in the power of responsible, ethical and sustainable investing. When it comes to your portfolio, we can help you put your money into things that also aim to add something back to the world.
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.
Community is very close to our hearts. Since we opened our offices in Congleton in 1999, we have been on a mission to become the destination for financial services in Cheshire. The local community have embraced us â and we are always looking for ways to return that support, from fundraising for local good causes, to participating in community activities.
We make regular visits to local schools, led by our friendly mascot â the Franklyn Fox â with the aim of educating the next generation about their finances.
We’ve even written a book, working alongside award-winning author, Nick Jones, and Film & TV superior Illustrator, Ant Harding, Franklyn have created âFranklyn â No Ordinary Foxâ to help teach children the importance of investing in their future, as well as touching on themes of being kind to one another and to the world we live in.
Youâll also spot the Fox at other community events, including the side-lines of Sale Sharks and Stoke City FC â who we are proud to sponsor.
Franklyn are very proud to be members of the East Cheshire Chamber as a Patron Sponsor.
Weâre also passionate about sport in the local area, thatâs why we have teamed up with local teams Stoke City and Sale Sharks and also sponsor smaller, grassroots teams such as Kingâs School Macclesfield Rugby.
We are great believers in the power of responsible and ethical investing. Responsibility is at the top of our agenda, from our carbon footprint, and commitment to sustainability, to our workplace culture and commitment to diversity & inclusion. When it comes to your portfolio, we can help you put your money into things that also aim to add something back to the world. By working with Franklyn your money is not only well managed, we also want it to be a force for good.
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.
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