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
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Our Service Proposition
The Francis Clark Financial Planning Wealth Review Service brings together a number of potential advantages for you.
No initial fund manager charges
There are no entry costs when purchasing collective funds, such as Unit trusts and OEICs, through the WMS. Initial charges can be typically over 5% on retail funds when purchased directly, so this represents a significant up front saving to you.
Improved transparency for your portfolio
You can obtain a comprehensive report on your entire personal portfolio. Information such as underlying funds held, stocks held within each fund, equity style across the portfolio, and portfolio performance is available at the click of a button. With access to this degree of information your portfolio can be regularly monitored to ensure it continues to match your objectives.
Reduced Administration
By registering your investments through the WMS, the amount of paperwork sent to you is significantly reduced. This is because all dealing will be through one central arrangement, as opposed to a number of separate insurance companies and investment houses.
Consolidated reports for self-assessment purposes
Our WMS service allows consolidated reports to be obtained, detailing income received within a portfolio along with capital gains realised. This will save you time in tracing dividend receipts, interest statements, and contract notes, as required for self-assessment purposes.
Instant online access
Our WMS is internet based, and you are provided with a user id and pin so that you can access your portfolio 24 hours a day, 7 days a week.
In some instances not all insurance companies funds/products may be available via this format yet.
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.