Francis Clark Financial Planning Ltd
Centenary House
Peninsula Park
Exeter
Devon
EX2 7XE
A plan centred around you - Wherever you might be on life’s journey you will have financial challenges to meet. Our advice is aligned to your specific requirements and is designed to meet these challenges in an intelligent and meaningful way. You will want to know if your aims are realistic, how much you need to save, where best to place your assets, how to control investment risk. We can answer these questions for you by building a bespoke financial plan which together we will monitor and adjust to ensure it remains on track.
Independent and knowledgeable - We passionately believe that the best advice you can receive is from a financial planning firm that is truly independent. This ensures that your adviser is free to select and implement the financial solutions that best meet your own circumstances. We are not tied or restricted in any way when considering how we can best structure your financial plan. We also believe our people should strive to constantly build their own knowledge for your benefit. To demonstrate this we have achieved the coveted Chartered Financial Planning status at corporate level.
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/
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.