Francis Wealth Management

At Francis Wealth Management LTD, our philosophy is centred on cultivating strong, enduring relationships with our clients, assisting them in realising their financial aspirations and providing protection for their future.

Our Services

We offer a broad array of services to help you build, grow, protect, or preserve your wealth. Our expertise spans various aspects of wealth management, and we are committed to working closely with you to achieve your financial objectives.

Building Wealth

If you are looking to build your wealth, we can offer guidance on investment strategies, retirement planning, and inheritance tax planning. Our aim is to help you grow your assets in a way that aligns with your risk tolerance and financial goals.

Growing Wealth

Once you have established a solid financial foundation, you may wish to explore opportunities for growing your wealth. We can help you identify potential investment avenues, from stocks and shares to property and pensions. Our advice is tailored to your individual circumstances and ambitions.

Protecting Wealth

Protecting your wealth is a crucial aspect of financial planning. We can advise on various forms of insurance, from life and critical illness cover to income protection and home insurance. Our goal is to help you safeguard your assets against unforeseen circumstances.

Preserving Wealth

As you approach retirement, you may wish to focus on preserving your wealth and ensuring it lasts for the rest of your life. We can help you manage your investments, plan for inheritance tax, and structure your finances to provide a steady income in your later years.

About Us

We take pride in building long-term relationships with our clients, fostering trust and confidence through our commitment to providing high-quality advice and exceptional service. Our team of experienced advisers is dedicated to helping you achieve your financial goals, offering clear, trustworthy guidance at every stage of your financial journey.

Client Testimonials

"He explained the service thoroughly, giving me sound and trustworthy advice, and the advice was guaranteed! He was open and honest and I have been amazed at the results. The service and support have been exceptional and I would not hesitate to recommend him to anyone." - Susan Tyler, Halesworth

"Simon Francis has been our financial adviser for the last year. We have been consistently impressed with the quality and clarity of his advice. Working with him has been a wholly professional experience, tailored entirely to our needs. Our time and convenience has always been a priority for Mr. Fran." - Retired Teachers, Norwich

"Simon Francis has served us financially extremely well for a number of years. He is always friendly, polite and takes time to explain things fully. His advice has always been good. It is reassuring for him to say that St. James's Place is the best company that he has worked within." - Ken Warne, Retired, Flixton

"I have known Simon for quite a few years now, he has always been open, polite and his advice has been straightforward and easy to understand. It has been a pleasure to do business with Simon and hope to continue in years to come." - John Krichell

"We have known Simon for about 5 years and he has always been very honest with the advice which he has given us on all our investments. We would certainly recommend him to all our friends and anybody else." - Edward & Daphne Nunn, Retired, Halesowrth