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.

If you're a business owner, when was the last time you thought about your succession plan?Preparing early can help you:✔...
21/07/2026

If you're a business owner, when was the last time you thought about your succession plan?

Preparing early can help you:

✔️ Protect the future of your business
✔️ Plan for potential tax implications
✔️ Support the next generation
✔️ Reduce disruption

The sooner you start planning, the more options you'll have when the time comes to move on.

Click the link in the comments below to learn more 👇

We're delighted to have been shortlisted in the Women in Financial Advice Awards 2026.This year, we've been recognised i...
16/07/2026

We're delighted to have been shortlisted in the Women in Financial Advice Awards 2026.

This year, we've been recognised in two categories:

🏆 Contribution to Gender Diversity
🏆 Michelle Willcock - Financial Adviser of the Year (South West)

Congratulations to Michelle and everyone involved. We're incredibly proud of this recognition and look forward to celebrating alongside all the finalists.

Thank you to everyone who left us a review last month.We always appreciate hearing about our clients' experiences and va...
15/07/2026

Thank you to everyone who left us a review last month.

We always appreciate hearing about our clients' experiences and value every piece of feedback we receive.

We've shared some of our latest reviews in the images below 👇

One of the biggest things we've learned through our B Corp™ journey is the importance of continually listening and impro...
10/07/2026

One of the biggest things we've learned through our B Corp™ journey is the importance of continually listening and improving.

That's why we've been making changes to enhance the experience our clients receive, including:

✔️ Listening to client feedback more often

✔️ Making our communications clearer and more accessible

✔️ Improving the way our teams work together

✔️ Investing in digital tools to make working with us even easier

We're proud of the progress we've made, but we know there's always more we can do.

Click the link in the comments below to learn more 👇

Many people want their wealth to do more than support future generations.For some, that means leaving a charitable legac...
09/07/2026

Many people want their wealth to do more than support future generations.

For some, that means leaving a charitable legacy and supporting causes that reflect their values.

As part of a wider estate plan, philanthropic giving can help create a lasting impact while also forming part of your long-term financial planning.

Click the link in the comments below to learn more 👇

Meet Mashud Rahman, our Head of Investments.Mashud joined Francis Clark Financial Planning in 2018 and works closely wit...
03/07/2026

Meet Mashud Rahman, our Head of Investments.

Mashud joined Francis Clark Financial Planning in 2018 and works closely with our Investment Management partners as part of our Investment Committee.

He specialises in Multi Asset Investment Solutions, helping to provide investment insights, market commentary and support for our financial planners and clients.

Outside of work, Mashud plays hockey, enjoys spending time with his family and attends Friday prayers at Exeter Mosque.

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

Good financial planning starts with good communication.That's why we're looking forward to launching a new client portal...
02/07/2026

Good financial planning starts with good communication.

That's why we're looking forward to launching a new client portal later this year.

Designed to put your financial plan in your pocket, the portal will help you:

✔️ Stay up to date with your progress
✔️ Access your financial plan whenever you need it
✔️ Keep in touch through simple WhatsApp-style messaging

It's another step in making it easier to stay connected with your financial planner and keep your plans on track.

Click the link in the comments below to learn more 👇

When planning for retirement, it's easy to focus on holidays, hobbies and the lifestyle you'd like to enjoy.But have you...
26/06/2026

When planning for retirement, it's easy to focus on holidays, hobbies and the lifestyle you'd like to enjoy.

But have you thought about potential care costs later in life?

Whether care is needed at home or in a care setting, the costs can be significant, which is why planning ahead can be so valuable.

A financial plan can help you understand how future care costs might affect your finances and provide reassurance that you've prepared for different possibilities.

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

Changes to inheritance tax rules from April 2027 could affect how pensions are treated when wealth is passed on to the n...
25/06/2026

Changes to inheritance tax rules from April 2027 could affect how pensions are treated when wealth is passed on to the next generation.

For many people, pensions have formed an important part of their estate planning strategy, so it's worth understanding what these changes might mean.

Some of the options that could be worth exploring include:

✔️ Considering lifetime gifting
✔️ Reviewing your retirement income strategy
✔️ Understanding whether life insurance could help protect your beneficiaries

Click the link in the comments below to learn 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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