Nicholas Franks - Financial Adviser
With over 27 years’ experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice to help you achieve your aims and objectives, your personal and financial goals.
Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance, to tax and estate planning while offering exclusive opportunities.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
My specialist areas are as follows:
Giving you key advice around your pension options approaching retirement. With the new pension freedom rules being introduced in April 2015, I now have access to the new Flexi Drawdown proposition and many of my clients have been keen to look at consolidating old pension plans into one easy to manage plan where flexible income can be reviewed.
Investment advice – whether you are looking for an income from your money, protecting your estate for love ones or simply for it to generate a better growth return to meet your goals.
The initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting which can take place either at my office in Cam and my offices in Wotton -Under-Edge and Berkeley or if you prefer at your home.
Areas Served
- Midlands
- London
- South West England
Nicholas Franks - Financial Adviser
With over 27 years’ experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice to help you achieve your aims and objectives, your personal and financial goals.
Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance, to tax and estate planning while offering exclusive opportunities.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
My specialist areas are as follows:
Giving you key advice around your pension options approaching retirement. With the new pension freedom rules being introduced in April 2015, I now have access to the new Flexi Drawdown proposition and many of my clients have been keen to look at consolidating old pension plans into one easy to manage plan where flexible income can be reviewed.
Investment advice – whether you are looking for an income from your money, protecting your estate for love ones or simply for it to generate a better growth return to meet your goals.
The initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting which can take place either at my office in Cam and my offices in Wotton -Under-Edge and Berkeley or if you prefer at your home.
Areas Served
- Midlands
- London
- South West England