What You Can Expect

Quite simply, our clients come first.

We could talk about our history and qualifications (we have a lot of both, as I’m sure you’d expect) but we believe what’s important is the way that we work with our clients and the level of service that they receive.

So, what makes us stand out from the crowd?

We listen.
First and foremost, we get to know our clients and their families. We take the time to understand their circumstances and situation, their hopes and goals for the future, and their drivers in making those goals reality; listening to what is truly important to them.
We care.
About working with our clients to find them the best solution and considering ALL the circumstances that are relevant to their situation; giving them a clear overall picture of where they are now and what they need to do to achieve the things that are important to them.
We advise.
Our team of financial planners are free to select and implement the financial solutions that best meet our clients’ individual circumstances. We therefore recommend the best solutions in helping you get from A to B in achieving your financial goals. Teaming up with our colleagues at PKF Francis Clark Chartered accountants & business advisers, we can offer you truly holistic advice including: tax planning, estate and succession planning and business advice, alongside the financial planning services you’d expect.

And in case you do want to know…

Our history

Francis Clark Financial Planning was formed in 2002 when the Partners of Francis Clark Chartered Accountants, a leading independent accountancy firm, realised their desire to make independent financial planning advice available to their clients. The remit was to provide the same high quality, ethical and client centered advice that was already provided by the accountancy practice.

Over the subsequent years we have grown to become one of the largest truly independent financial planning firms in the South and West of the UK with 7 offices spanning 5 counties, and since joining the international PKF accountancy network in 2016, we are now known as PKF Francis Clark Financial planning and wealth management.

Our people and qualifications

Our firm has held the coveted Chartered Financial Planning Firm status (see video below) for several years, ensuring your financial planning is taken care of by one of the most knowledgeable and highly qualified teams in the industry.

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