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..."
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...
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Investing For Income Or Growth
The Francis Clark Financial Planning team provides a truly independent and holistic financial planning service to meet the present and future needs of our clients. We have a team of 5 independent advisers whose combined industry experience is over 75 years.
Investing for income and/or growth - Our Services
- Solutions tailored to your individual requirements taking into account the type of assets you wish to invest in
- Management of cash deposits to diversify across more than one institution thus lowering exposure to any one financial organisation
- Use of tax free allowances through ISAs and Child Trust Funds
- Lump sum and regular savings solutions
- Active management of investments through Discretionary Fund Management providers for larger portfolios
- Tax efficient provision of income from investments
Contact us now to speak further about this service