Legal

PKF Francis Clark Financial Planning and Wealth Management is a trading name of Francis Clark Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. Registered Office: Sigma House, Oak View Close, Edginswell Park, Torquay TQ2 7FF. Registered in England No. 05413603.

Francis Clark Financial Planning Ltd is a member firm of the PKF International Limited network of legally independent firms and does not accept responsibility or liability for the actions or inactions on the part of any other individual member firm or firms.

The Financial Conduct Authority does not regulate taxation and trust advice.

We are entered on the FCA Register No 433591 at https://register.fca.org.uk/

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

General

The aim of this website is to provide you with a wide range of information about Francis Clark Financial Planning and to update you on current business issues.

The content of this website is for guidance only and professional advice should be obtained before acting on any information contained within these pages. No responsibility can be accepted for loss occasioned to any person as a result of action taken or refrained from in consequence of these contents.

Data Protection

Francis Clark is committed to protecting your privacy and will not sell, trade or rent your personal information to others. We may use contact information you give us to tell you about changes in our services or about features we think you will find interesting.

Francis Clark may use cookies to improve the website and personalise your experience. If you set up your browser to reject the cookie, you may still use the website.

You may unsubscribe from the Francis Clark email newsletter at any time by following the instructions on the bottom of the newsletter. If you wish to be removed from Francis Clark postal mailing lists please write to:

Francis Clark Financial Planning
Vantage Point
Woodwater Park
Pynes Hill
Exeter
EX2 5FD

Admin and members areas

This website contains areas which are not accessible without logging in using a username and/or password. These restricted areas are used for a range of activities including the administration of the website, the provision of members only content, and management of user profiles.

Access to these areas is controlled by a Session Cookie which is deleted automatically at the end of your browsing session, however if you choose to tick a ‘remember me’ checkbox to automatically log you in to the account this is managed with a standard Cookie that will be set to persist for a long period of time.

Within these restricted areas other cookies may be set automatically. These cookies are associated with scripts and applications that are used as part of the administration system (for example by WYSIWG content editors).

Intellectual Property

The copyright in the material contained in the website, design, text, graphics and software belongs to Francis Clark or the providers of such information. All rights are reserved. None of this material may be reproduced or redistributed without our written permission. You may download or print extracts from the site for your personal, non-commercial use only.

Links

All links on the website are provided as a convenience to our users. The sites reached by these links are not under the control of Francis Clark. When you click through to these sites you leave the area under our control, and we cannot accept responsibility for the content or services offered by these sites, or their use of any data you provide them with. The provision of a link to a third party website should not be considered as an express or an implied endorsement by us of any content, information, products or services that may be offered.

Exclusions of liability

To the extent permitted by applicable law, Francis Clark disclaims all warranties and representations (whether express or implied) as to the accuracy of any information contained on the Websites. Francis Clark does not guarantee that the Websites will be fault free and neither will accept liability for any errors or omissions.

Due to the nature of electronic transmission of data over the internet, and the number of users by whom data is posted on to the website, any liability Francis Clark may have for any losses or claims arising from an inability to access the Websites, or from any use of the Websites or reliance on the data transmitted using the Websites, is excluded to the fullest extent permissible by law. In no event shall Francis Clark be liable for any loss of profit, revenues, goodwill, opportunity, business, anticipated savings or other indirect or consequential loss of any kind in contract, tort (including negligence) or otherwise arising out of use of the Websites, save where such liability cannot be excluded by law.

Francis Clark does not give any warranty that the Websites are free from viruses or anything else which may have a harmful effect on any technology.

What to do if you have a complaint

If you wish to register a complaint, please contact us:

  • In writing: Write to Mr Andrew Newcombe of Francis Clark Financial Planning Ltd.  Vantage Point, Woodwater Park, Pynes Hill, Exeter, Devon, EX2 5FD
  • By phone: Telephone 0800 8321785

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service: http://www.financial-ombudsman.org.uk/

In addition to the above, you can also contact the European Online Dispute Resolution service by visiting their website: http://ec.europa.eu/consumers/odr/

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