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

Marlene Francisco

Marlene Francisco

MBA, Chartered Financial Planner, APFS
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.

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

Promotions

Item 1 of 3

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

Item 1 of 1
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 ye...
Chris Gent

Insights and E-Briefing Service

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.

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.

SJPWM-Crop-Blue.svg

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.