An Associate Partner of St. James's Place Wealth Management

Marlene Francisco

MBA, APFS, Chartered Financial Planner

Staying on top of one’s financial affairs can be time consuming and often challenging. Yet we find that having our finances in order tends to give us peace of mind, allowing us to focus on fulfiling our objectives in life. This is why seeking the help of a professional adviser could make all the difference to you, your family or your business.

I work with my clients on a face-to-face basis to fully understand their aims and aspirations before implementing a dedicated solution.

Services:

02073 996889 07917 153021

About

After 18 years of successful financial industry experience working for top tier investment firms such as Goldman Sachs, Morgan Stanley and Highbridge Capital Management, I decided to move into the world of Private Wealth Management. I am fully qualified having gained my Diploma in Regulated Financial Planning and hold an International MBA from IE Business School. Both my professional background and qualifications give me the tools to help my clients achieve their objectives.

My experience covers a broad spectrum of financial planning focused on helping you, your family or your business to develop tailored solutions.

My business is centred around building long-term relationships with my clients, providing them with a trusted source of advice as their financial needs evolve over time. One key area of my service is ensuring that my clients are kept informed of issues that may affect their financial situation. I also work with other Partner Practices, as required, to provide my clients with access to “best in class” expertise across all areas of wealth management.

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.

Financial-Planner-(CII)-Chartered-Gold.svg

Marlene Francisco

30 Lombard Street, London, EC3V 9BQ

02073 996889 07917 153021

Monday

9am to 5pm

Tuesday

9am to 5pm

Wednesday

9am to 5pm

Thursday

9am to 5pm

Friday

9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning

Whatever your financial goals, create an investment strategy that helps meet your needs.

Protecting you and your finances

Insurance and protection products to help safeguard all that you hold dear.

Retirement planning

Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.

Banking and mortgages

Make your finances work harder with mortgage broking and access to specialist banking services.

Corporate services

Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Other specialist services

A network of professional specialists is on hand to provide all the help and support you’ll need.

Exploring Intergenerational Wealth Management

Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.

Planning for the tax year-end

Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Go to Insights

As a partner in an accountancy practice, a husband and with large financial and personal responsibilities I was delighted to talk to Marlene Francisco of St. James's Place and engage her assistance in the implementation of appropriate insurance policies to ensure that I am well protected for the years to come. Marlene assisted me in coming to the decision to take out Income Protection and Life Cover policies. The process, despite the numerous forms, was streamlined with Marlene’s help and professionalism. I would recommend Marlene for her professionalism to anyone serious about protecting their future.

Chris Gent

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach

A number of carefully selected external managers of outstanding ability manage our client funds.

St. James's Place Charitable Foundation

Over £93 million has been raised for our charitable arm, changing the lives of children and young people.

Award winning service

St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.

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.

The Partner 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.

Marlene Francisco

02073 996889 07917 153021

Marlene Francisco