Home

While I hope this website gives you a flavour of our approach to financial planning, our main commitment is to provide quality person-to-person financial advice, where myself and the rest of the team look forward to hearing from you soon..."

Mike Wilson
Managing Director

Feature: Annuities & You

As annuity experts we recognise the importance of making the most appropriate choices because you are locked into the rates offered at the time and you may be relying on this income for many years. Click here to browse our case studies to get a flavor of just how Francis Clark Financial Planning may assist with quality annuity advice...

Contact us

Call us now on

0845 643 4564

or click here to email us

Welcome To Francis Clark Financial Planning

Francis Clark Financial Planning was established by Francis Clark Chartered Accountants, to provide expert, impartial financial advice.

Our advisers have many years’ experience in the field of financial services and are fully qualified to give independent financial advice.

 

We advise on investments, retirement planning, life and health cover and inheritance tax planning and we carry out extensive research to find the most suitable products for our clients from a wide range of providers.

 

We believe our clients benefit from our link with the accountancy practice, which allows us to provide a complete financial service. We can advise when you need to seek specialist tax advice, introduce you to our experts and liase with them to find the right solution for you.


Francis Clark Financial Planning is authorised and regulated by the Financial Services Authority. Registered Office:  23 Devon Square, Newton Abbot, Devon TQ12 2HU.

Past performance is not a guide to future returns and the value of investments and income from them may go down as well as up and an investor may not get back the amount invested.

 

Contact us now to speak further about this service

The contents of this website should be regarded only as a guide and no action should be taken before obtaining detailed professional advice. No responsibility can be accepted for any action taken as a result of the information contained.