We are here to help you achieve your financial goals. Thatâs the bottom line. But, by taking time to get to know you, we can do better. We can design a financial plan uniquely for you â a plan aiming to make reality out of hopes and ambitions.
Official Partners
We are here to help you achieve your financial goals. Thatâs the bottom line. But, by taking time to get to know you, we can do better. We can design a financial plan uniquely for you â a plan aiming to make reality out of hopes and ambitions.
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.
Finding the right mortgage is a complicated business. Maybe youâre a first-time buyer, or investing in a second home. Perhaps you want to help a family member get on the property ladder, or youâd like to re-mortgage or explore buying to let.
With so many options available, itâs hard to be certain youâve made the best choice. Expertise is so important. We listen to your plans, take a careful look at your situation, then search the market for the mortgage that suits you.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
Some buy to let mortgages are not regulated by the Financial Conduct Authority
There are many reasons for moving money abroad. Maybe youâre buying a foreign property or heading overseas to live. You could be looking to transfer an inheritance, or make corporate payments. Whatever the reason, we have access to a service which can help smooth the process.
We can provide access to TorFX who provide fast, free currency transfers at competitive exchange rates. You can transfer money any time, 24/7, and you will even have a dedicated account manager to help resolve any issues. Together, we can make overseas finances as easy as being at home.
We offer a bespoke planning service for elite sports professionals that can get your finances fighting fit. Whether you are just starting your career, or looking back on years of glory, our tailored advice will give you the edge.
We are living longer lives. Though that means more time to enjoy life, the reality is that long-term later-life care is getting more expensive. As part of our specialist financial planning services, Franklyn offers a way to help offset that risk.
Our Long-Term Care Concierge service includes advice and planning for all areas of later-life finances. We have the qualified, compassionate expertise to help you find solutions, including planning for care fees. So many financial planners neglect this crucial step. Not us, because we know that living longer shouldnât mean losing out.
This may involve a referral to Care Sourcer, whose services are separate and distinct to those offered by St. James’s place.
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