Corporate Memberships at Frankie’s
Unlock financial wellbeing for your team. Empower your employees with the financial education and insights they need to navigate their financial journey confidently.
Invest in Employee Financial Wellbeing
Frankie's Corporate Members
Whitman Asset Management is a modern and independent company, privately owned by the employees and a small number of experienced investors. Despite the forward looking, entrepreneurial nature of the business; traditional values are at the heart of helping clients to manage, grow and preserve their investments.
We seek to provide a first-class service while delivering appropriate returns. Whitman offer a range of services including private client portfolios, AIM IHT portfolios, the WS Whitman UK Small Cap Growth Fund and as well as an execution only desk. We work alongside other professionals, mainly financial advisers but also solicitors and accountants to ensure the best outcome for our clients.
Coreco is a leading London-based provider of professional mortgage and financial advice. We specialise in all types of mortgages, whether you are a first-time buyer a many-time mover, or a Buy-To-Let landlord. We provide fresh, bespoke financial solutions, drawing on our extensive contacts, knowledge and enthusiasm. Always delivered in a friendly, down-to-earth way.
“Coreco are very excited to be in partnership with Frankie’s as their mortgage expert! We are delighted to be part of a journey that helps to educate women about mortgages & to navigate the options available to them, as part of their overall financial planning goals”. Jennifer Nursiah, Partner.
How it works
Starting your journey with Corporate Memberships at Frankie’s is simple. We will support you at each step of the way.
1. Initial conversation: Schedule a chat with one of our team to discuss Frankie’s offering and how we can tailor this to your needs.
2. Company Enrolment: We’ll sign you up to our membership and give you all the information you need to share with your employees.
3. Employee Onboarding: Each team member receives a welcome package with instructions on how to access their membership.
Where could your employees be in 12 months?
Are you ready to take the first step towards a financially empowered workforce?
Contact us to learn more about how our membership can transform your company culture and contribute to the success of both your employees and your business.
Corporate Memberships at Frankie's
Group Corporate
With our Group Corporate Membership employees get:
- An annual financial health check workshop
- Access to exclusive monthly events and networking opportunities
- Unlimited access to financial tools and information on Frankie’s Virtual platform
- Access to monthly workshops and exclusive roundtable events
- Access to leadership development and mentorship opportunities
1:1 Corporate
With our 1:1 Corporate Membership employees get:
- An annual 1:1 financial health check
- Access to exclusive monthly events and networking opportunities
- Unlimited access to financial tools and information on Frankie’s Virtual platform
- Access to monthly workshops and exclusive roundtable events
- Access to leadership development and mentorship opportunities
Corporate Workshops at Frankie's
Group Workshop
With our Group Workshop package employees get:
- Facilitated 2-hour financial health check workshop
- Q&A session
- Workshop pre-read materials and educational information to support application
- Exclusive individual membership offer
Group Workshop & 1:1 Coaching
With our Group Workshop and 1:1 Coaching package employees get:
- Facilitated 2-hour financial health check workshop
- Q&A session
- 20-minute 1:1 coaching session for persoanlised insights and feedback
- Workshop pre-read materials and educational information to support application
- Exclusive individual membership offer
Empower your team. Transform your workplace. Secure a brighter financial future.
Frankie, a certified Financial Planner, has a wealth of experience advising clients on their financial planning strategy, but is also passionate about educating and connecting people.
Frankie’s was founded in 2023, as a female-led business, with the aim of reinvesnting the UK Wealth Management business model, and a mission to give people the confidence to be bold with the financial decisions they are making.
Frankie says, “I know it can be daunting knowing where to start. I felt the same before I started working in the industry. That’s why I want to use my knowledge and expertise to give individuals the tools to take control of their financial future.”