Financial planning is exactly that – planning. Planning for your future and future generations to come. There is no one-size-fits-all solution, as no two individuals or families are identical.

Before we advise on the best strategy for you, we need to get to know you better, understand your investments and listen to your aims and needs.

When creating a portfolio we believe it is vital to spread investment across various asset classes and tax wrappers, and to call upon specialist investment management for each discipline.

The Francis Clark’s Wealth Management Service (WMS) enables us to do this on your behalf with the aid of state of the art, e-based technology that provides all the tools needed to manage your wealth. You can now have the diversity of multiple product providers and packages, gathered together in one arrangement.

The Wealth Management Service

Our Wealth Management Service is web based, allowing you to consolidate your existing collection of pensions and investments, regardless of where they are held, whilst you still maintain the many different managers of your collective funds.

Our WMS also caters for the different tax wrappers such as PEPs, ISAs, and SIPPs (Self Invested Personal Pension), whether you are still saving for retirement or already receiving a pension income.

The service provides an overview of your investment portfolio, online and in the form of a consolidated report. This provides you instantly with a single view of your account balances, fund values, asset allocation, fees and charges and individual fund performance. It also ensures we are able to monitor the overall performance of your investments and make any recommendations for change.

Francis Clark Financial Planning is a trading style for Francis Clark Financial Planning Ltd, which is authorised and regulated by the Financial Services Authority. The value of an investment can go down as well as up and you may not get back the full amount invested.

For more information on how to make the most of your capital, please contact our
Financial Planning Team