Plan for Your Future and Invest Today with Frensham Wealth

Frensham Wealth provides independent financial advice for individuals who want to achieve financial security. We aim to offer all of our clients…

  • A highly professional and efficient service while retaining a personal touch.
  • Work with Jon Frensham APFS, a highly qualified Chartered Financial Planner.
  • Trust, Transparency and Confidentiality throughout, ensuring you are in total control.
  • A bespoke plan tailored to your personal and specific requirements.

 Investing with Frensham Wealth

Frensham Wealth provide independent financial advice to private clients in the UK and abroad. We specialise in all areas of Wealth planning and retirement planning.

So whether you just need a financial healthcheck, or if you have particular objectives that we can help you with, get in contact to discuss our service proposition.

our services

INVESTMENT PLANNING
Arrange your investments so that they are tax efficient and optimised for your risk preferences and objectives.
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Frensham Wealth provide an ongoing advice service if desired so that your portfolio can be regularly reviewed and updated to suit your needs
RETIREMENT PLANNING
At retirement the financial planning process has never been more important. Make sure your financial plans can provide the results you need.
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Retirement planning can include: how to effectively use pension plans for securing income and capital in retirement; protecting your wealth; if and when to use Equity Release.
ESTATE PLANNING
Frensham Wealth can assist in a range of measures to ensure your wishes are met on death and inheritance tax is minimised.
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We can advise on wills, trusts and a range of measures that you can take to protect your beneficiaries interests.
EX-PATRIATE PLANNING
We have helped many clients take the financial steps to ensure moving abroad can be a success.
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Offshore and onshore planning to help protect your wealth and provide financial security for UK ex-patriates.
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

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