Services - Financial Planning

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.

To achieve and maintain this we take time to engage with our clients to understand and empathise with their aims and objectives both at the start of the advice process and in the future.  We have a team that is committed to giving you tailored and innovative advice to meet your specific financial objectives.

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.

We provide a wide range of services to private individuals, trusts, charities and employers as well as to other professionals such as accountants and solicitors.

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Call us now

  • Exeter - 01392 667000
  • New Forest - 01425 610166
  • Plymouth - 01752 301010
  • Poole - 01202 663600
  • Salisbury - 01722 337661
  • Taunton - 01823 275925
  • Torquay - 01803 320100
  • Truro - 01872 276477


Leading Edge Alliance Awards 2013
Taxation Awards 2014
The British Accountancy Awards 2014
South West Insider Annual Dealmaker Awards 2015
South West Insider Annual Dealmaker Awards 2016
Payroll World Awards 2016
ICAEW Chartered Accountants