Frensham Wealth
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Frensham Wealth
Frensham Wealth provides independent financial advice for individuals who want to achieve financial security. We aim to offer all of our clients. Frensham Wealth provide independent financial advice to private clients in the UK and abroad. We specialise in all areas of Wealth planning and retirement planning.

So whether you just need a financial healthcheck, or if you have particular objectives that we can help you with, get in contact to discuss our service proposition. Arrange your investments so that they are tax efficient and optimised for your risk preferences and objectives.
Services
Clients can track their financial plans and access a secure communications channel with their adviser using our secure online services. This uses the highest levels of security and utilises the same systems that provide services to major banking organisations. We will hold initial discussions with you to establish your financial planning needs without cost or obligation.
We will discuss with you your circumstances, your aims and objectives. We will also discuss with you your experience of investment planning and your attitude towards investment risks. We use this information to make recommendations to you how you can optimise your investment returns with the very best research tools to ensure that your capital has the best chance of achieving your objectives.
Financial planning pays no more important a role than when helping people find financial security in retirement. Frensham Wealth can help you make sense of the complex planning issues around retirement. We can help manage your investments throughout retirement, focussing on protecting your wealth and maintaining your financial security.
We provide advice and assistance in setting up wills and trusts to ensure that your beneficiaries won't lose out as and when you pass away. Whether you wish to avoid inheritance tax or whether it is just a matter of ensuring the right people benefit from your estate at the right time proper planning around wills and trusts can be of huge benefit for your family.
Frensham Wealth has been providing financial advice to UK ex-patriates for many years in many different locations around the world. Using both onshore and offshore financial solutions, Frensham Wealth can assure you of the right solutions to protect and grow your wealth wherever you are. Frensham Wealth is authorised to advise clients in Europe and beyond.
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