Frances Palmer

I am a dedicated Chartered Financial Planner with over 25 years of experience helping individuals, families and business owners achieve their financial goals. I specialise in wealth management and retirement planning but can advise on all areas of financial planning.

I work closely with my clients and their families to build long term relationships. My aim is to give my clients peace of mind about their financial security so they can concentrate on their families, careers, hobbies and holidays. My approach combines in-depth market knowledge with personalised financial planning to create tailored strategies that align with each client’s unique needs, values and long-term objectives.

Whether you’re planning for retirement, looking to grow your wealth, or navigating major life transitions I can provide the guidance and support needed to help you build a secure financial future.