Index

HNW Wealth Managers

Location

Congleton

Sector Focus

Financial Services

Wealth Management & Private Banking

Andrew Chatterton

Spear’s Review

An appointed representative of St James’s Place, Franklyn Financial Management is one of the Cheshire region’s largest wealth managers.

Based in Congleton, the firm offers a broad range of private client services, covering investment planning, retirement planning, estate protection and inter-generational wealth. Managing director Andrew Chatterton joined the firm in 1998 and has built a considerable niche in business owners looking to grow and exit their companies as well as professional sportspeople and celebrities. He also set up the firm’s relationship with residential property franchise the Belvoir Group, bolstering its knowledge and understanding of the sector.

The firm prides itself on a ‘transparent’ and ‘thorough’ approach with each client and liaises with other specialists and experts to give clients total peace of mind with their affairs.

Adviser Profile

Andrew Chatterton is the founder and MD of Franklyn Financial Management. He is a highly skilled Chartered Financial Planner with expertise in working with high-net-worth clients from all types of professions but has a significant specialism in helping entrepreneurs build, grow, and exit their companies, as well as working with professional sports people. 

The reputation he has garnered over the years from an advice and client servicing perspective has allowed FFM to grow organically to what we see today. One such example can be seen in a now long-term client who ran a successful business but had no means of separating that success in securing their own personal financial future. ‘I was able to put in place planning solutions which allowed them to extract wealth from the business, maximising all tax-incentivised investments over many years, as well as protecting the business value for the family which would prevent any interruption to the ongoing running of the business,’ Chatterton says. ‘All this before finally overseeing the sale with a specialised third party who was able to extract the maximum capital possible to more than secure the client’s financial future.’ 

Chatterton is proud of his significant charity fundraising efforts spanning 15 years through its famous Summer Swing and the Winter Waltz Annual Events. He sees this as means of giving back to those less fortunate, raising over £1.2 million. The strong team he has put in place at FFM has enabled the firm to create a Community Partner Programme, helping many local schools and community clubs in East Cheshire as well as this year launching their first children’s book entitled Franklyn, No Ordinary Fox. At its core the book teaches children about saving for the future, sustainability and being kind to others.

Rank: Recommended

Recommended 2023, HNW Wealth Managers

Phone

07884586321

Address

Franklyn, St. James's House, 4-5 John Bradshaw Court, Alexandria Way, Congleton, CW12 1LB

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