Franklyn Financial Management is pleased to announce the acquisition of Mardon Financial Adviser Ltd, bringing together two businesses with a shared commitment to personal service, professional advice and long-term client relationships.
The acquisition has now completed, with Simon and Linda continuing to support their clients as part of Franklyn.
For Mardon clients, the move provides continuity in the relationships they know and trust, together with access to Franklyn’s wider team of 60 professionals and established support infrastructure. Clients will continue to receive personal advice and regular reviews, with broader support for their financial planning needs as these change over time.
Franklyn is one of the longest-established practices within the St. James’s Place Partnership. During the past 25 years, the business has grown by maintaining a clear focus on understanding what matters to each client and providing financial planning shaped around their individual circumstances and ambitions.
Julie Woolmer, Chief Operating Officer at Franklyn Financial Management, is overseeing the integration of the two businesses. Her focus is to ensure a smooth transition for clients and colleagues while preserving the attentive service that Mardon has built its reputation on.
The acquisition supports Franklyn’s continued growth and strengthens its ability to serve more clients without losing the personal approach at the heart of the business.
Franklyn looks forward to welcoming Mardon’s clients and supporting them, alongside Simon and Linda.