Francis Clark Financial Planning

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

We have recently launched our new client portal, following feedback from our clients about how we could improve their ex...
14/10/2026

We have recently launched our new client portal, following feedback from our clients about how we could improve their experience of working with us.

The portal provides one secure place where you can access important information about your finances, including your investments, documents, meeting summaries and agreed actions.

You can also use it to securely share documents and communicate with your financial planner or support team.

Find out more about the new portal by clicking the link in the comments below 👇

Over the past few months, we've had the pleasure of sharing the stories of some of the women working at Francis Clark Fi...
08/10/2026

Over the past few months, we've had the pleasure of sharing the stories of some of the women working at Francis Clark Financial Planning.

We've heard about different routes into financial services, career changes, professional achievements, the people who've provided support along the way, and ambitions for the future.

While every story has been different, they've all helped highlight the range of opportunities available within our profession.

Increasing the visibility of women in financial services is an important part of our commitment as a signatory of the Women in Finance Charter. We're proud of the progress we've made towards creating a more diverse and inclusive business, but we know there's more we can do.

Thank you to everyone who has followed the stories and, most importantly, to the women who shared them.

If you have any thoughts on how the profession can continue to encourage and support more women, we'd love to hear them.

This World Financial Planning Day, it’s worth asking yourself one simple question:What do you want your money to help yo...
07/10/2026

This World Financial Planning Day, it’s worth asking yourself one simple question:

What do you want your money to help you achieve?

Perhaps it’s:

✔️ Travelling more
✔️ Retiring when you choose
✔️ Helping your family financially
✔️ Spending more time with loved ones
✔️ Passing wealth on to the next generation

A good financial plan should help turn those ambitions into something you can work towards with confidence.

For us, success is about helping clients achieve the lifestyle they want, rather than focusing only on numbers.

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

Passing a family business on can raise one particularly difficult question:What does ‘fair’ look like?If one child works...
06/10/2026

Passing a family business on can raise one particularly difficult question:

What does ‘fair’ look like?

If one child works in the business and another doesn’t, an equal split may not always be the right answer.

Succession planning can help you think through issues such as:

✔️ How other children could benefit
✔️ Who should control the business
✔️ How to explain your decisions to the family
✔️ Whether trusts or different share classes could help

Having these conversations early can help everyone understand what to expect and why.

Click the link in the comments below to learn more 👇

Our Devon team swapped the office for the beach recently, heading to Teignmouth for a team beach clean 🌊With plenty of b...
01/10/2026

Our Devon team swapped the office for the beach recently, heading to Teignmouth for a team beach clean 🌊

With plenty of bags filled and lots of laughs along the way, it was a brilliant opportunity to spend time together while giving something back to our local coastline.

A huge thank you to everyone who rolled up their sleeves and got involved 👏

You don't always need to know exactly where you're heading to find a career that's right for you…Ruby Craven certainly d...
30/09/2026

You don't always need to know exactly where you're heading to find a career that's right for you…Ruby Craven certainly didn't.

After deciding university wasn't for her, Ruby explored roles in art and design before an apprenticeship in fashion design unexpectedly came to an end. A role at HSBC followed, initially intended as a stopgap, but it introduced Ruby to the opportunities available in financial services.

That eventually brought her to Francis Clark Financial Planning 10 years ago, where she started in a client liaison and administrative role. She went on to study alongside her full-time job and qualified as a Financial Planner.

Today, Ruby is working towards Chartered status, mentoring Year Nine girls through the Empowering Girls programme and has ambitions to take on a greater leadership role in the future.

Swipe through to discover Ruby's journey and why her advice to other women considering financial services is simple: "100% do it."

Thinking about becoming a trustee?It’s an important role that can help protect and manage wealth for others, but it also...
24/09/2026

Thinking about becoming a trustee?

It’s an important role that can help protect and manage wealth for others, but it also comes with legal, financial and practical responsibilities.

A trustee may need to:

✔️ Keep accurate records
✔️ Commit ongoing time to the role
✔️ Manage trust assets responsibly
✔️ Make fair and impartial decisions
✔️ Act in the best interests of beneficiaries

Before accepting the position, it’s important to understand exactly what will be expected of you. Click the link in the comments below to learn more 👇

Changing career after you've already established yourself professionally can be a daunting prospect.For Kate Stephen, it...
23/09/2026

Changing career after you've already established yourself professionally can be a daunting prospect.

For Kate Stephen, it meant retraining after becoming a Chartered Accountant, progressing to Finance Director, spending eight years working for the Commonwealth Bank of Australia in Sydney and having two children.

After returning to the UK and settling in Cornwall, Kate decided to retrain as a financial planner. She joined Francis Clark Financial Planning around three years ago and has since achieved Chartered Financial Planner status, an accomplishment she's particularly proud of having achieved it while balancing studying with family life.

Today, it's the combination of technical knowledge and working closely with clients that Kate enjoys most about her role.

Swipe through to discover Kate's career journey, the female role models who have influenced her along the way and why she believes financial planning offers a brilliant career for women.

There are several ways to reduce a potential Inheritance Tax bill, but some are less well known than others.For example:...
22/09/2026

There are several ways to reduce a potential Inheritance Tax bill, but some are less well known than others.

For example:

✔️ Regular gifting from surplus income could help move wealth outside your estate

✔️ A loan trust could allow you to retain access to your original capital while future growth falls outside your estate

✔️ Downsizing relief could help protect your residence nil-rate band if you move to a less valuable home

Inheritance Tax planning can be complex, so each option needs to be considered carefully alongside your wider financial plans.

Click the link in the comments below to learn more 👇

Meet Nikki Mitchell, Head of Operations at Francis Clark Financial Planning.Nikki has worked in financial services since...
18/09/2026

Meet Nikki Mitchell, Head of Operations at Francis Clark Financial Planning.

Nikki has worked in financial services since 1986 and brings experience from advisory and financial planning roles, including previously running her own financial planning practice.

Today, she helps ensure our business runs smoothly and that clients receive the high-quality service they expect, with problem-solving, collaboration and inclusivity at the heart of her approach.

Outside work, Nikki is heavily involved in her local community and has helped raise more than £250,000 for the Modbury Association for Recreation and Sport. She also enjoys travelling, countryside walks, new restaurants and the theatre, and has even completed a charity skydive!

Click the link in the comments below to find out more 👇

Address

Exeter
EX27XE

Opening Hours

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

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