Sasha is in her mid 30s and works in the property industry. She lives in Sussex with her partner and their two young children. Her business partner introduced Sasha to Frankie a few years ago to get financial advice around their business. Now Frankie is helping with both Sasha’s business, personal and family finances.
Sasha says: “We really like the way Frankie visualises things so well, the way she makes sense of everything. She lays things out in a pictorial way so you can digest complex information as a whole. Frankie looks at the full spectrum of your financial life and looks at how things from all areas can be leveraged against one another, traversing smoothly from business to personal and family.”

had quite a few moving parts and building blocks for future wealth and Frankie helped us to sort everything out. What we could do better, areas we hadn’t considered and products that would work better for us.
“She helped us set the right foundations for starting our family so we would be sitting on top of the financial wave, instead of drowning in it.`

Sasha says Frankie has broadened their horizons, encouraging them to stretch a little but still leaving them comfortable and with cash to spare.
“We feel much more confident about our finances and how they are working for us now,” says Sasha.
“Frankie has broadened our horizons, while consolidating savings and investments that had been just bobbing along in the background. She has simplified what we had and opened our eyes to what we could put our money into for a better return.
“We now feel more confident and are looking at alternative investments such as VCTs (Venture Capital Trusts). We would never have considered anything like these until Frankie explained them so clearly and we both like the way they work. This will take us to a totally different level of investor profile, it feels like we are going to be genuine investors. We didn’t think we could take on this type of investment but Frankie has opened up a much broader and more interesting range of opportunities.
“We were holding way too much of our capital in cash but are now much more savvy and getting our cash to work as hard for us as we’ve worked to earn it.”

“Frankie is brilliant at financial understanding and sharing that. She is a powerhouse around explaining and actioning new financial planning. But also around trailblazing women’s proactivity around financial health.
“Frankie has created a community for women to educate themselves better around finances and to gain the confidence to take control of their own money.”

*Clients’ names are changed for confidentiality. Advice given is based on each individual’s personal circumstances. Case studies are for general informational and educational purposes, they are not offered as and do not constitute financial advice. You should not act or rely on any information without first seeking advice from a professional. FSWM Limited is authorised and regulated by the Financial Conduct Authority. www.fca.org.uk/firms/financial-servicesregister. FSWM Limited is entered on the FCA register under reference 1008154.