Francis Clark Financial Planning Information

Our financial planners have over 200 years’ worth of combined experience in advising our private and business clients with clear, expert, and relevant independent financial planning advice. We help our clients to create, keep and grow their wealth. As an independent financial planning firm you can be reassured that the advice you receive from us is truly independent and is not restricted to a limited number of product providers or solutions. As such, we focus on building an overall plan that is bespoke to you and focused only on achieving the best results for you. Teaming up with our colleagues at PKF Francis Clark, we can offer you truly holistic advice including tax planning, estate and succession planning and business advice, alongside the financial planning services you’d expect. Our firm has held the coveted Chartered Financial Planning Firm status for over 10 years and therefore we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. Francis Clark Financial Planning employs more than 60 staff across offices in Exeter, Plymouth, Salisbury, Taunton, Poole, Torquay, Truro and Bristol.