Blackbrook Gate 1, Blackbrook Business Park, Taunton, Somerset, TA1 2PXMake an enquiry
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.
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.
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