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.

Nicholas Franks Financial Adviser

Areas Served

  • Midlands
  • London
  • South West England

Nicholas Franks - Financial Adviser

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

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.