Marlene Francisco

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. After 20 years of successful financial industry experience working for top tier investment firms such as Goldman Sachs, Morgan Stanley and Highbridge Capital Management, I decided to move into the world of Private Wealth Management. I am fully qualified having gained my Diploma in Regulated Financial Planning and hold an International MBA from IE Business School. Both my professional background and qualifications give me the tools to help my clients achieve their objectives. 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 centered 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. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This 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) 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx