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...
Contact us
Why you should speak to us
We are pretty unique in the world of independent financial advisors because of our close relationship with chartered accountancy firm, Francis Clark who established our financial planning operation to provide tailored and innovative solutions to meet clients' specific financial objectives.
Our team of 5 highly qualified financial consultants bring a combined total of more than 75 years experience in providing financial solutions. We believe strongly in the value of building long-term client relationships and have completely transparent charging structures for any projects we conduct for you.
Our aim is to provide a personal service, with bespoke advice dedicated to you and your financial strategy, in a way that is designed to help you understand exactly what is going on and that is value for money.
We hope that our website will give you some ideas, whether you are just looking for expert guidance on the annuity opens to a full review of your finances and wealth management.
Call or e-mail us today to see how we can help.
Mike Wilson
Managing Director
Contact us now to speak further about this service
Francis Clark Financial Planning is a trading style for Francis Clark Financial Planning Ltd., Vantage Point, Woodwater Park, Pynes Hill, Exeter EX2 5FD, United Kingdom which is authorised and regulated by the Financial Services Authority.
Registered Office: 23 Devon Square, Newton Abbot, Devon, TQ12 2HU registered in England No. 04380194
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.