For Our Community

As a Community Partner club member, you’re entitled to a no-obligation financial health check with one of our experts. Whether you’re planning ahead, updating existing plans, or just want clarity on your finances, we’re here to help.

To book your session, fill out the form below or contact Will Cliff directly.


Book Your Financial Healthcheck

" (Required)" indicates required fields

Franklyn Financial Management Ltd together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us.
For further information on our uses of your personal data, please see the Practice’s Privacy Policy or the St. James's Place Privacy Policy. Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, and refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk

Call Us

Our team are available between 9am and 5.30pm Monday to Friday.

01260 291825

Email us

Send us an email and our team will get back to you very quickly.

[email protected]

Find Us

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

> Google Maps Link

Supporting the Community

As part of our ongoing partnership with Franklyn – a leading UK-based financial planning firm – we’re pleased to offer Financial Health Checks to our members.

Whether you’re looking for guidance on mortgages, pensions, investments, protection, or just want to get your finances in order, this is a great opportunity to speak with a qualified adviser with no obligation.

Franklyn’s expert team can help you:
✔ Understand your current financial position
✔ Plan for your future with confidence
✔ Make the most of your money

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

SJP Approved: 02/12/2025