An Associate Partner of St. James's Place Wealth Management
Marlene Francisco
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.
About
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.
30 Lombard Street, London, EC3V 9BQ
Advice & Services
We'll help you find the right investments so you can achieve your financial goals
Investment planning
Protecting you and your finances
Retirement planning
Banking and mortgages
Corporate services
Other specialist services
Exploring Intergenerational Wealth Management
Our investment management approach
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.
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.
Why Choose St. James's place?
We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
Our investment management approach
St. James's Place Charitable Foundation
Award winning service
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 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.
Marlene Francisco
Marlene Francisco