Chartered Financial Planner – Principal
Francis Jarman is a founder of Brighton Capital Management and a Chartered Financial Planner.
Francis has worked in the financial services profession for more than 25 years at such high-calibre companies as AXA, Barclays, Coutts & Co, UBS Wealth Management and Brewin Dolphin.
He was one of the first advisers in the UK to achieve the profession’s gold-standard qualification as a Chartered Financial Planner and is one of the few Fellows of the Personal Finance Society. Francis is the society’s Sussex region vice-chairman.
Francis has also passed the CFA Investment Management Certificate along with the Chartered Insurance Institute’s Portfolio Management exam, which gives him great insight in providing a truly integrated financial planning and wealth management service.
Furthermore, Francis holds the Financial Services Certificate for the Society and Trust Estate Practitioners (STEP) passing with a distinction and is an Affiliate of STEP. In addition he has passed the following STEP examinations: Administration of Trusts, Estate Accounting and Administration of Estates. Francis advises on all aspects of financial planning including life & pensions, inheritance tax and investments.
He enjoys travel, spending time with his family, completing cryptic crosswords and watching sport rather than playing these days.