About Us

Let’s achieve your goals together

Frankie’s is an inclusive membership, designed to make taking control of your finances easy.

Grow your wealth with Frankie’s!

Your Path To Financial Freedom

It Starts With You

Your finanical journey is unique, and it starts with understanding your presonal goals, dreams and challenges. Whether it’s growing a business, purchasing a home, or simply exapanding your network for future opportunities, your goals form the foundations for success. 

 

Your Financial Health Check

The next step on your path to financial freedom is conducting a comprehensive financial health check. By understanding your financial habits we can identify opportunities to optimise your financial health. This helps start a solid roadmap to guide you towards your financial goals.

Building a Network for Success

Building a robust network is more important than ever for professional and personal success. We help you connect with like-minded individuals, industry experts, and potential mentors who can provide valuable support and opportunities.

Hello!

I’m Frankie

“Frankie’s was born from a passion of empowering people to connect, collaborate and engage with finance” – Frankie Smith, Founder

Meet Frankie Smith, a certified Financial Planner and founder. Frankie founded Frankie’s in 2023 with the aim to disrupt the current financial planning model, and a mission to give individuals the confidence to take control of their finances.

Frankie has a wealth of experience advising clients on their financial planning strategy, but Frankie’s is much more than that. Its a community where professionals and founders can thrive, connect and work towards a a financially free future, whatever that might look like for them.

Meet The Team

Katie Richardson

Head of Commercial

Zoe Mabey

Membership and Events Executive

Meet Our Founding Members

“Frankie is helping me future proof my finances to ensure I am being smart with my money in every possible way whilst also enjoying the here and now.”

Donna Middleton

Donna Middleton is the dynamic Founder & Creative Director of The Shirt Company, an esteemed figure in the fashion industry with over 28 years of experience. Her resilience and proven track record makes her a true trailblazer in the fashion industry.

Claire Lincoln

Claire leads the global institutional relationships team at the World Gold Council. Her core focus is to support investors in their understanding of gold as a mainstream asset and the role it can play in an investment portfolio. She has spent more than 17 years working within financial services firms.

Poppy Fox

Poppy manages investment portfolios working closely with financial advisers. Her primary role is the management of private client, trust and pension portfolios. She aims to build long term relationships and provide an excellent and personalised service. 

Cassie Georgouras

Cassie has 15 years’ experience designing and managing the customer success journey. She is a serial entrepreneur that specialises in growing members-based businesses, and is obsessed with providing value to customers and using this as a basis for growth.

Eleni Iacovides

Eleni has over 25 years’ experience in the insurance industry specialising in the acquisition of legacy liabilities. Often cited as one of the most senior women in her field, Eleni is currently focusing on establishing a start-up in the US, for the acquisition of legacy liabilities, while also setting up a bespoke crochet bag business!

Angela Evans

Angela is Chief Customer Officer at Ramsay Health Care UK.  She has over 25 years of experience in communications, media and customer engagement. She is and is passionate about building and developing strong relationships and delivering customer excellence.

Frankie's Is Backed By Experienced Investors And Knowledgeable Advisory Board

Meet Our Sponsors

Quintessentially British, Boodles was founded in 1798 and is one of the only remaining family-owned jewellers on London’s Bond Street.  A passion and commitment to design, craftmanship and sustainability lie at the heart of the company, which together produce the effortless sense of grace, discretion and fun about Boodles. Clients of Boodles say you simply won’t find it elsewhere. Perhaps that’s because Boodles recognise that behind each stone there’s “always a story”.

Visit the Boodles website for more information and sparkle

Award-winning Deepbridge provides investment opportunities into portfolios of actively-managed, growth-focused technology and life sciences companies, taking advantage of the potential tax benefits available under the Enterprise Investment Scheme and Seed Enterprise Investment SchemeThrough the Deepbridge Estate Planning Service, Deepbridge also offers an opportunity for investors to obtain relief from inheritance tax after only two years, by investing in Business Relief qualifying companies that trade in renewable energy generation assets. 

Find out more on their website.

Birketts is a full service, UK Top 50 law firm. With a heritage spanning 160 years, we have more than 700 lawyers and legal professionals based in Cambridge, Chelmsford, Ipswich, London, Norwich, and Sevenoaks. We advise businesses, government and public sector organisations and individuals in the UK and internationally across four principal practice groups: real estate, corporate services, litigation and private client advisory. 

Find out more on their website.

About

Harnessing Your Potential

At Frankie’s our mission is to help you achieve financial freedom through a personalised, empowering, and holistic approach. By starting with your unique story, conducting a thorough financial health check, and equipping you with the knowledge, confidence, and connections needed to succeed, we pave the way for a secure and prosperous future.

Take the first step towards financial freedom with us today – because your future starts now!