Baz Frankland
DipPFS BA(Hons)
A goal without a plan is just a wish…
At Frankland Financial Management Ltd we help you identify your priorities before implementing a personalised plan to ensure you reach your financial goals. We believe long term relationships built on trust are imperative to a successful working relationship with our clients. In an ever-changing environment, it is our promise to stay as up-to-date and in touch as possible ensuring your financial well-being is at the forefront of everything we do.
About
Based in North Leeds we have meeting space available in Cookridge, Leeds City centre and Knaresbrough. Our advisers are also willing to visit you at home or meet online. Whatever is your preference, we will work around your needs.
Upon leaving school, Baz trained as a secondary Physical Education teacher at Leeds Metropolitan University. After a 14 year career in Education he was offered a place on the prestigious St. James's Place Financial Adviser Academy. It is now his goal to educate his clients to achieve bespoke financial security for them and their families.
His priority is to offer high quality face-to-face advice that is centred on each client’s individual needs. Creating bespoke solutions that are flexible enough to adapt to changing goals, aspirations and desires and to provide clients with the confidence and reassurance that their finances are in safe hands. Baz has a focused and determined mindset and taking pride in delivering the highest quality of service.
Away from work, Baz is a sport enthusiast. Taking part in Football, Cricket, Golf and Snooker on a Regular basis as well as supporting the Leeds Rhinos rugby league. In the free time he has, he enjoys regular dog walks and enjoying meals out with his wife and their friends & family.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Lauren Wood
Senior Paraplanner
Laura Frankland
Operations Manager
Paige Smith
Paraplanner
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 31/10/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Frankland Financial Management Ltd is registered in England and Wales, Number 16223796. Registered Office: 36 Moseley Wood Lane, Leeds, LS16 7EP.
