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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Saving For Retirement
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.
Accumulating funds for retirement - Our Services
- Sourcing of most suitable pension plan
- Review of current pension plans and consolidation of these if cost effective and appropriate
- Access to simple stakeholder plans, more sophisticated personal pension plans and ultimate flexibility through self invested personal pensions or small self administered schemes.
- Tax mitigating strategies through the use of pension contributions
- Wide range of investments including property purchase, land purchase, individual shares and collective investment funds
- Possible loan backs to sponsoring employer through small self administered schemes
- Group pension solutions for companies and medium to large employers
Contact us now to speak further about this service