About FCFP

We are here to help you plan, manage and grow your personal finances.

We are chartered financial planners. A demonstration of our commitment to raising standards of knowledge, capability and ethical practice.

We are independent advisers offering our clients the widest range of solutions.

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Welcome to our final issue for 2016. This year has once again rapidly flown past – which is something we say around this period each and every year, pinpointing time as the most valuable commodity when it comes to implementing any financial planning strategy. Have you considered all the... Read More

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Research & debate

White Papers Our range of free guides cover a variety of aspects of financial planning, from planning for inheritance tax to protecting your family. 
Guides A range of useful quick guides on a variety of different subjects.
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FCFP advice in action

  • Protecting your family
    Protecting your family
    Janet and John are both aged 34, married with two children, Bill aged 5 and Sarah aged 3. Their main concern is ensuring that their family will... Read more
  • Employee benefits
    Employee benefits
    Widget Systems is a new company in the technology sector. In addition to a competitive salary the Managing Director knows that the additional... Read more
  • Care fees
    Care fees
    Sarah is an 84 year old widow and suffers from Dementia which has resulted in her no longer being able to live at home. She has no other major... Read more
  • Inheritance tax planning
    Inheritance tax planning
    Martin and Penny are in their mid-sixties and recognise the need to plan for the potential inheritance tax (IHT) liability that will be suffered by... Read more
  • Retiring from business
    Retiring from business
    Richard is in his 70’s and has only recently retired by selling his business. As the business included accommodation, he has used some of the... Read more
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FCFP Direct

Our online direct service is designed to allow you to manage your investments and pension all in one place, with access to funds, shares, ISAs and a Self-Invested Personal Pension.

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Find out more about FCFP Direct and how to open your account with us today.

Francis Clark Chartered Accountants | Devon, Cornwall, Somerset, Wiltshire

PKF Francis Clark Financial planning and wealth management is the trading name of Francis Clark Financial Planning Ltd. Registered Office: Sigma House, Oak View Close, Edginswell Park, Torquay TQ2 7FF registered in England No. 05413603. Francis Clark Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA) No. 433591.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk