Senior Partner Practice of
St. James's Place Wealth Management
 
Home page - photo of building

Bespoke financial planning for Belvoir Landlords

In the current economic climate, with rising inflation, record low interest rates and rising taxation, knowing which direction to take to protect and grow your wealth can be challenging.

With this in mind, Franklyn Financial Management are pleased to offer a personal wealth management service for Belvoir Landlords and Belvoir Private Clients.

Franklyn Financial Management, a Senior Partner Practice of St. James's Place Wealth Management, work with a network of highly experienced St. James's Place Partners across the UK and can put you in touch with an expert local to you.

They provide a bespoke wealth management service to help secure your financial future, whether your priority is to: -

  • Building and preserving capital
  • Managing cash and borrowings
  • Financial protection against risk

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 the amount invested.

Equities do not have the security of capital which is characteristic of a deposit with a bank or building society, as the value & income may fall as well as rise. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependant on individual circumstances.

  • Tel: 01260 291825