Independent Financial Advice

Who are Frankwell Financial

The idea behind creating Frankwell Financial in 2001 was to select experienced professional people who care about the advice and service they give and enjoy the work that they do.

Once that was achieved, appropriate services were specifically designed to meet the needs of the individual client and their families.

The next stage was to assist caring employers who wished to provide an educational seminar and workplace based advice programme to help their employees in making important financial decisions in a relaxed and friendly way.

We are pleased to say nothings changed!

Here are some ways we may be able to assist you

As an Individual Client we will…

Treat you as an individual

• Provide no cost no obligation initial discussions
• Maintain your existing investments in one place
• Give you the opportunity to talk face to face with a person
• Provide you with a consistent level of quality advice
• Use modern technology to enhance the service not replace it

We consider it essential that every client has access to the widest and the best possible range of products and services. We are therefore committed to providing independent financial advice in every aspect of planning. We have a ‘duty of care’ towards all of our clients.

As a Corporate Client we will…

• Assist you in the provision of a bespoke workplace based advice programmes providing your colleagues with a no obligation financial advice service to meet their needs.
• Provide your employees with all the individual client services as listed above.

Our Main courses include:

• Pre-Retirement - for planning at or close to retirement
• Redundancy / Severance planning – advice at a critical time
• Financial Awareness – planning finances during your working life

Specialist Advice

At present, some areas of business (transfer of preserved final salary pension benefits / utilising “pension fund withdrawal” or “phased retirement” options with pension plans / mortgages, etc.) have become “specialist” areas of business, requiring advisers to have specialist qualifications to give advice in these areas. We are general practitioners and do not cover these areas specifically but do have access to the relevant specialists who can advise our clients.

Corporate Memberships

We are members of the Personal Finance Society (PFS), the Institute of Financial Services (IFS), and the Independent Financial Adviser Promotion (IFAP).

Professional Indemnity Insurance

We have full cover for all of our advice and this policy will be maintained ongoing.

Technology and “the web”

We have up to date technology and database systems, so that all client data can be maintained and analysed to ensure that every client gets the best from their planning. Our database solution provider (Sesame Office) has developed the latest technology that will enable us to provide the essential tools for professional advice.

Our website serves two functions:

•  Information– about us, how to find us, the services we provide, up to date financial news, the ability to monitor your investments, several useful calculators and much more.

•  Business capability– you can now check your insurance costs through our “links” page, and even complete business if better or cheaper cover (house, car, travel, pet insurance, payment protection) is available. You can set up your ISA, or investment portfolio, or trade shares online.

We trust you will enjoy our site and take advantage of the opportunities to request further information