Business Details
Expert Financial Advisers in Saxmundham
At Francis Wealth Management, we are dedicated to providing tailored financial advice that empowers our clients to achieve their long-term goals. Our approach centres on building enduring relationships, ensuring each client receives personalised guidance suited to their unique circumstances. With a focus on wealth management, we specialise in helping individuals and businesses navigate complex financial decisions. Our team combines deep industry expertise with a commitment to transparency, ensuring clients feel confident in their financial strategies. We pride ourselves on delivering clear, actionable advice that addresses both immediate needs and future aspirations.Backed by St. James's Place Wealth Management, a firm regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and service excellence. Our clients benefit from a holistic approach that covers investment planning, retirement strategies, protection planning, and intergenerational wealth management. By prioritising client education and ongoing support, we aim to demystify financial planning and foster lasting trust. Our track record of positive client testimonials reflects our dedication to delivering exceptional service and measurable results.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Wealth Management
Intergenerational Planning
Highlights and features
- We offer personalised financial strategies tailored to individual client needs.
- Our team holds expertise in wealth management and intergenerational financial planning.
- We prioritise long-term client relationships built on trust and transparency.
- Our services are backed by St. James's Place Wealth Management's regulatory standards.
- We provide clear, jargon-free explanations of complex financial concepts.
Associations and certifications
- Financial Conduct Authority
What people say
Sound and trustworthy advice
Exceptional service and support
Professional and friendly approach
Confidence in financial handling
Reassuring expertise
Services
Investment Management
Our investment management service helps clients grow and preserve wealth through diversified portfolios tailored to risk tolerance and goals. We provide ongoing monitoring and adjustments to align with market changes and client needs. Backed by St. James's Place expertise, we ensure transparent, ethical investment strategies.
Retirement Planning
We design retirement plans that ensure financial security during your later years, considering pension options, tax efficiency, and lifestyle goals. Our approach balances growth and protection to maintain your desired standard of living. Regular reviews keep your plan aligned with evolving regulations and personal circumstances.
Protection Planning
Our protection planning safeguards your financial future against unforeseen events through tailored insurance solutions. We assess life, health, and income protection needs to create comprehensive coverage plans. This service ensures your family and assets remain secure regardless of life's uncertainties.
Corporate Services
We provide businesses with strategic financial planning, including investment management, risk assessment, and succession planning. Our solutions address cash flow optimisation, employee benefits, and tax-efficient structures. This service supports long-term business sustainability and growth.
Intergenerational Planning
Our intergenerational wealth planning ensures smooth asset transfer across generations through inheritance tax strategies and trusts. We help families preserve wealth while addressing philanthropic goals. This service combines estate planning with family financial education for lasting legacies.
People
Simon Francis
Financial Adviser
Simon Francis has over 20 years' experience in financial advisory services, specialising in wealth management and retirement planning. He prioritises client education and clear communication, ensuring tailored financial strategies. His approach combines ethical practice with St. James's Place's industry-leading resources.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection planning, corporate services, and intergenerational wealth management.
How do you tailor advice to individual clients?
We build long-term relationships to understand your unique goals, providing personalised strategies that evolve with your circumstances.
Are you regulated by financial authorities?
Yes, we operate under St. James's Place Wealth Management, authorised and regulated by the Financial Conduct Authority.
Can you help with business financial planning?
Our corporate services provide tailored financial solutions for businesses, including investment strategies and risk management.
How do you communicate complex financial concepts?
We use clear, jargon-free explanations to ensure you fully understand your financial options and decisions.
