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Simon Francis is listed as Director at Francis Wealth Management Ltd., Partner Practice of St. James's Place Wealth Management at Francis Wealth Management Ltd, a with 3 employees, based in Saxmundham, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon Francis.
Simon Francis previously worked as Director at Francis Wealth Management Ltd and Senior Financial Planner at Norwich & Peterborough Building Society. Simon Francis studied at Northgate High School.
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Our philosophy focuses on working closely with our clients on an on-going basis, and helping them make the most of their money and to realise their financial goals. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business, receiving an inheritance, or approaching retirement, a review of your financial goals is crucial.As a Partner Practice of St. James’s Place Wealth Management, we provide a wide range of wealth management services across East Anglia. As a fully SOLLA accredited adviser I can also advise on care fees planning. Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Listed skills include Wealth Management, Pensions, Critical Illness, Holistic Financial Planning, and 12 others.
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The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
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Simon Francis works for Francis Wealth Management Ltd.
Simon Francis is listed as Director at Francis Wealth Management Ltd., Partner Practice of St. James's Place Wealth Management at Francis Wealth Management Ltd.
Simon Francis is based in Saxmundham, England, United Kingdom while working with Francis Wealth Management Ltd.
Simon Francis has worked for Francis Wealth Management Ltd and Norwich & Peterborough Building Society.
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Simon Francis studied at Northgate High School.
Simon Francis is listed with skills including Wealth Management, Pensions, Critical Illness, Holistic Financial Planning, Inheritance Tax Planning, Investments, Trusts, and Retirement Planning.
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