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Merry Christmas! Our offices will be closed from 1pm on Christmas Eve, reopening on Tuesday 4 January.

PKF Francis Clark Financial planning and wealth management is the trading name of Francis Clark Financial Planning Ltd. Registered Office: Sigma House, Oak View Close, Edginswell Park, Torquay TQ2 7FF registered in England No. 05413603. Francis Clark Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA) No. 433591. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk
You can also contact the European Online Dispute Resolution service by visiting their website: http://ec.europa.eu/consumers/odr/

Chartered Insurance Institute & Independent Financial Adviser


Personal Tax Year-end Guide

With the 2020/21 tax year drawing to an end, it’s a good time to ensure that you are minimising your tax liabilities by maximising your reliefs and exemptions. PKF Francis Clark has produced a personal tax year-end planning guide which…

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Markets soar with vaccine hope

Macroeconomics Global stock markets have soared following on from the bout of announcements from Pfizer and Moderna on the developments of a vaccine with a 94.5% efficacy rate. AstraZeneca have also announced positive developments in their much cheaper, more accessible…

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