Francis Clark Financial Planning

Francis Clark Financial Planning Chartered Financial Planners in Bristol, Exeter, Poole, Plymouth, Salisbury, Taunton, Torquay & Truro

Francis Clark Financial Planning adopts the same core values as our parent firm which is based on delivering a high professional standard of client service. We pride ourselves on the long-term relationship we form with our clients and recognise that to build this relationship we must deliver on promises. We must also be available to help with expert guidance as and when changes have an impact on p

resent and future financial plans. Please call us if you have any business or financial requirements.

Good wealth management is about much more than investments.It starts with understanding what's important to you, your fa...
27/08/2026

Good wealth management is about much more than investments.

It starts with understanding what's important to you, your family and your future.

Our experienced, independent financial planners take the time to understand your goals before recommending solutions tailored to your circumstances.

That's why many of our clients stay with us for years, often across generations.

Click the link in the comments below to learn more 👇

Last week, we shared our commitment to improving gender balance in financial services.Over the coming weeks, we're intro...
26/08/2026

Last week, we shared our commitment to improving gender balance in financial services.

Over the coming weeks, we're introducing some of the women helping to shape Francis Clark Financial Planning and sharing the stories behind their careers.

First up is our Senior Chartered Financial Planner, Michelle Willcock.

Michelle has worked in financial services since 1987 and joined Francis Clark Financial Planning in 2001. During that time, she's achieved Chartered status, become a Fellow of the Personal Finance Society, won Financial Adviser of the Year (South West) in 2025 and has been shortlisted for the award again this year.

Her journey also reflects how the profession has evolved. Michelle remembers a time when she was often the only woman in the room at industry events. Today, she's encouraged to see more women choosing careers in financial planning, while recognising there's still more progress to be made.

Swipe through to read Michelle's story and the advice she would give to women considering a career in financial services.

Our B Corp™ journey has been about much more than achieving a certification.It's encouraged us to continually improve ho...
25/08/2026

Our B Corp™ journey has been about much more than achieving a certification.

It's encouraged us to continually improve how we support our colleagues, strengthen our culture and make environmental, social and governance considerations part of everyday decision-making.

While we're proud of what we've achieved, we know there's always more to learn and improve.

Click the link in the comments below to learn more 👇

Meet Michelle Willcock, Senior Financial Planner at Francis Clark Financial Planning.Michelle is a Chartered Financial P...
20/08/2026

Meet Michelle Willcock, Senior Financial Planner at Francis Clark Financial Planning.

Michelle is a Chartered Financial Planner and Fellow of the Personal Finance Society with more than 35 years' experience, specialising in retirement, inheritance and investment planning.

She enjoys building long-term relationships with clients and creating tailored financial plans that help them achieve their goals with confidence.

Away from work, Michelle enjoys spending time with her family, coastal walks around Newquay, cold water swimming, Taekwondo and tennis.

Find out more by clicking the link in the comments below 👇

At Francis Clark Financial Planning, supporting women in finance has been part of our journey for many years. In 2024, w...
19/08/2026

At Francis Clark Financial Planning, supporting women in finance has been part of our journey for many years. In 2024, we strengthened that commitment by signing the Women in Finance Charter, setting ambitious targets to increase the representation of women across senior leadership, management and financial planner roles by 2027.

Those targets matter because the profession still has work to do. Today, women make up around 18% of financial planners in the UK, despite many clients saying they would value the opportunity to work with a female adviser.

We're proud that our efforts have been recognised, including being shortlisted for the Professional Adviser Women in Financial Advice Awards 2026 for our Contribution to Gender Diversity, while our Senior Chartered Financial Planner, Michelle Willcock, has once again been shortlisted for Financial Adviser of the Year (South West).

While we're proud of the progress we've made, we know there is more to do.

Over the coming weeks, we'll be sharing the stories of some of the women helping to shape Francis Clark Financial Planning. They'll talk about what inspired them to build a career in financial planning, the experiences that have shaped them, and the advice they'd give to others considering the profession.

We hope you'll follow the series and join the conversation.

Big life moments often mean it's time to review your finances too.Whether you've recently:✔️ Got married✔️ Bought a home...
18/08/2026

Big life moments often mean it's time to review your finances too.

Whether you've recently:

✔️ Got married
✔️ Bought a home
✔️ Updated your will
✔️ Welcomed a child
✔️ Reviewed your protection
✔️ Changed your beneficiaries

Taking stock of your finances after a major life event can help ensure your plans still reflect what's most important to you.

Click the link in the comments below to get in touch 👇

More people are thinking about how their investments can reflect their personal values as well as their financial goals....
13/08/2026

More people are thinking about how their investments can reflect their personal values as well as their financial goals.

If you're interested in Environmental, Social and Governance (ESG) investing, it could be worth asking yourself:

✔️ What causes or issues matter most to me?
✔️ Do my current investments reflect those priorities?
✔️ Would I like to learn more about sustainable investing?

A financial planner can help you understand the different options available and how they could fit into your wider financial plan.

Click the link in the comments below to learn more 👇

Our Managing Director, Chris Reah, has been featured in Professional Adviser, discussing Francis Clark Financial Plannin...
11/08/2026

Our Managing Director, Chris Reah, has been featured in Professional Adviser, discussing Francis Clark Financial Planning’s journey to becoming a Certified B Corporation™.

In the article, Chris explains that achieving B Corp status was about having a credible framework that holds us accountable across governance, people, community and the environment, and helps us continually identify where we can improve.

For our clients, that means maintaining a strong focus on trust, transparency and responsible business practices.

Click the link in the comments below to read the full article 👇

Meet Matt Swan, Financial Planner at Francis Clark Financial Planning.Matt joined the team in 2023 and brings more than ...
06/08/2026

Meet Matt Swan, Financial Planner at Francis Clark Financial Planning.

Matt joined the team in 2023 and brings more than 30 years of experience in financial services. He advises clients across all aspects of financial planning, with particular experience supporting those in the agricultural sector.

Matt enjoys helping clients plan ahead and build financial security, whether that's preparing for the future or navigating unexpected life events.

Away from work, you'll often find Matt walking his dog, Finn, on the South West Coast Path, taking part in local motorsport or volunteering with Devon & Cornwall 4Ă—4 Response.

Find out more by clicking the link in the comments below 👇

What happened in investment markets during Q2, and what could Q3 have in store?In our latest investment update, Charlott...
04/08/2026

What happened in investment markets during Q2, and what could Q3 have in store?

In our latest investment update, Charlotte and Mashud explain why markets recovered during the second quarter, the risks that investors should still be aware of, and why diversification remains an important part of a long-term investment strategy.

Watch the full update by clicking the link in the comments below 👇

Address

Exeter
EX27XE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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