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/
I have produced a list showing some of the best rates currently available for corporates, charities, trusts and pension funds. You can access the cash rate list via our flyer here: Feb 2019 Best Buys – Corporate, Charity, Trust &…
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.
At whatever stage of life you are at and whatever level of wealth you currently have, it certainly helps to have a plan to get to where you want to in life. There will be challenges and bumps in the…
Welcome to our 2018 Nov-Dec FCFP Newsletter and our customary collection of articles designed to help you create and protect your wealth to be able to experience life to the full. Page 03 – Tax planning Although the current tax…
Let's Talk Money One of the most respected financial planning businesses in the South West, PKF Francis Clark Financial Planning is encouraging clients and contacts to ‘talk money’ this November as part of Financial Capability Week. Financial Capability Week (FinCap…
General The aim of this website is to provide you with a wide range of information about Francis Clark Financial Planning and to update you on current business issues. The content of this website is for guidance only and professional advice…
The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. The content of this website is for guidance only and professional advice should be obtained before acting…
Merry Christmas! Our offices will be closed from 1pm on Christmas Eve, reopening on Tuesday 4 January.