Rhys Francis
MSc BSc (Hons)
My approach is based on my core business values of integrity, professionalism and service excellence. I hope you prefer my personal approach – after all you are the most important stakeholders in our business.
About
Planning a secure future whether for yourself, your family, or business is one of the most important steps you will ever take. Irrespective of their source of wealth, I appreciate that my clients trust me when acting on my advice and it is my firm belief that trust has to be earned and renewed over the years in order to build a long lasting, and successful business relationship.
I have over 20 years experience advising private clients, their families and businesses. My clients are typically business owners, senior executives, in the professions (accountants, solicitors etc) or have inherited wealth.
I am a Chartered Financial Planner and a Chartered Wealth Manager as conferred by the respective professional bodies (Chartered Insurance Institute www.cii.co.uk and Chartered Securities Institute https://www.cisi.org).
Outside of work I am a proud father to a daughter and two boys, a passionate follower of Welsh Rugby and enjoy snowboarding and travelling (particularly to Italy!).
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 11/03/2023
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
