Our History

Chartered Financial Planners with 250 years combined experience

Why and when it all started

Francis Clark Financial Planning was formed in 2002 when the Partners of Francis Clark Chartered Accountants, a leading independent accountancy firm, realised their desire to make independent financial planning advice available to their clients. The remit was to provide the same high quality, ethical and client centred advice that was already provided by the accountancy practice.

Scale and scope of advice

Over the subsequent years we have grown to become one of the largest truly independent financial planning firms in the South and West of the UK with 8 offices spanning 5 counties. At a time when many financial advisory firms are watering down their advice offerings to a restricted number of options we fiercely defend, and passionately believe, that independent advice delivers the best solution for you as our client.

Remaining relevant in a changing world

Since we were formed we have seen many changes within the Financial Services Market including massive leaps in technological developments and the worst financial crisis in living memory that sent shockwaves through global financial markets in 2008, the effects of which are still being felt today. We continue to guide our clients through the ever changing and sometimes less certain financial world with skill, reassurance and well thought out financial plans.

Investing in our people

To continue delivering our trusted, long term relationship based financial planning service we ensure our people are highly qualified and the firm now holds the coveted Chartered Financial Planning Firm status; this demonstrates our commitment to ensure your financial planning is taken care of by one of the most knowledgeable and highly qualified teams in the industry.

A safe pair of hands

None of us know what the future holds but you can be sure that as a firm we have the strong foundations, financial security, scale and expertise to guide you through the complex world of planning your finances.

 

The Financial Conduct Authority does not regulate tax advice

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