About us - Frensham Wealth Independent Financial Adviser

what we do

Frensham Wealth works towards securing your financial future.

We specialise in all aspects of Wealth Planning and retirement planning.

We work with private clients and or small business enterprises only. This means we can focus on the needs of the individual.

We have access to thousands of financial solutions to meet your needs.

Clients can track their financial plans and access a secure communications channel with their adviser using our secure online services. This uses the highest levels of security and utilises the same systems that provide services to major banking organisations.

Working with Frensham Wealth

Jon Frensham, Chartered Financial Planner, takes responsibility for all advice provided by the firm. We will hold initial discussions with you to establish your financial planning needs without cost or obligation. Ideally you will meet Jon for a face to face meeting so that you can establish a rapport. Where this is not possible, we can liaise with you by email, phone and post as may be appropriate.

Jon may potentially meet you on a few occasions during the process to ensure that the proposals we make exactly suit your needs.

Our cost and services are designed to ensure that our proposition is good value, transparent and fair, no matter what your needs.

After we work with you to establish the right plans to meet your needs, you will have the option of using our Ongoing Service proposition so that you can regularly review your plans.

company bio

Frensham Wealth is authorised and regulated by the Financial Conduct Authority (FCA). Our FCA number is 506029. You can check our credentials on the Financial Services Register for the Financial Conduct Authority at: https://register.fca.org.uk.

Jon Frensham, who is a highly qualified Chartered Financial Planner, takes responsibility for all advice provided at the firm. At all stages of the advice process you will be aware of who is responsible for arranging your plans.

Jon Frensham is authorised and regulated as an adviser by the Financial Conduct Authority.

We do not use your data for any mass marketing campaigns. Nor do we sell your data or provide this to any third parties except where we are required to do so by law, regulation or for auditing purposes.