About Us

By working together, we can achieve your ambitions and aspirations.

We create clear financial plans for you

Increasingly it is difficult to see the wood from the trees when trying to plan your current and future financial needs. Layers of legislation and constant changes to rules surrounding financial products can leave you unsure if your plans are progressing successfully. We are here to help you get your financial products into a suitable format and to build a logical plan designed to achieve your financial objectives whatever they might be.

Here are a few essentials you may want to know about us:-

We are independent

This means that the advice you receive from us is not restricted to a limited number of product providers or solutions. After rigorous research we recommend solutions that fit your circumstances because they are right for you not for us. We focus on building an overall plan that is bespoke to you and designed to achieve your long term aims. We believe that to achieve the best result for you we should not be restricted in any way.

We have offices across the South and West of the UK

Our offices are conveniently located within the South West peninsula and along the south coast making it easy to access our services. We also have an office in Central London where we can meet you by prior arrangement. Wherever you are located in the UK we are able to provide you with our independent financial planning service as we also have our non face to face service called Planning Connect.

Our parent firm is PKF Francis Clark Chartered Accountants

PKF Francis Clark was established in 1919 and has grown to be the largest independent accountancy practice in the south west of the UK with 60 partners and more than 600 staff spread across eight offices. This ownership structure gives our business great stability. If required we can access specialist tax and accountancy expertise to compliment your financial planning needs thus providing a comprehensive solution for you.

Regulation and protection

As a client you can be sure we have your best interests at heart. To give you confidence we can confirm that we

  • are authorised and regulated by the Financial Conduct Authority (FCA no. 433591)
  • contribute to the Financial Services Compensation Scheme which ensures the stability of the overall Financial Services Industry
  • carry comprehensive Professional Indemnity Insurance

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