Francis Clark Financial Planning Limited

Independent Financial Adviser North Quay House, Sutton Harbour, Plymouth, Devon, PL4 0RA
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
We provide clear, expert and relevant advice to enable you to create, keep and grow the wealth you have earned.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Travel
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Stockbroking services
    • Sharia finance
    • Long term care
Meet our advisers
Reme Holland FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Many thanks for your invaluable advice and understanding.
Mr & Mrs W, Holsworthy
Thank you for your professional care and attention; a true professional.
Mr & Mrs B, Devon
Where to find us

North Quay House, Sutton Harbour, Plymouth, Devon, PL4 0RA

Make an enquiry
About us

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 clients.

The remit was to provide the same high quality, ethical and client centred 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 firm has held the coveted Chartered Financial Planning Firm status for several years, ensuring your financial planning is taken care of by one of the most knowledgeable and highly qualified teams in the industry.

Our experienced team of chartered financial planners, consultants and support staff specialise in providing complete financial solutions tailored to your specific needs.

We offer an initial meeting at no cost and no obligation to you.

Our services

Quite simply our clients come first.

1. We listen. We get to know our clients and their families and we take the time to understand their circumstances, their hopes and goals for the future and their drivers in making those goals reality.

2. We care. We strive to find our clients the best solution considering ALL the circumstances that are relevant to their situation.

3. We advise. Our financial planners are free to select and implement the financial solutions that best meet their clients' individual circumstances, recommending the best solutions in helping clients achieve their financial goals.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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