Francis Clark Financial Planning

Independent Financial Adviser Blackbrook Gate 1, Blackbrook Business Park, Taunton, Somerset, TA1 2PX
Response rating
7.0/10
FCA verified
15th October 2018
We are Chartered Financial Planners here to help you plan, manage and grow your personal finances.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
Ian Townsend APFS
Consultant
Accreditations
Chartered Financial Planner
Gary Quick APFS
Director
Accreditations
Chartered Financial Planner
What our clients say
I very much appreciate the professionalism and tenacity of the team involved in this somewhat difficult case. Please pass on my sincere gratitude to all concerned.
Mr M, Taunton
Where to find us

Blackbrook Gate 1, Blackbrook Business Park, Taunton, Somerset, TA1 2PX

Contact us
About us

Our experienced team of consultants and support staff specialise in providing complete financial solutions tailored to your specific needs. Our initial no cost, no obligation, meeting with you enables us to fully understand your objectives so that we can recommend the appropriate course of action. We build long-term relationships with our clients by providing a high quality of advice and excellent value for money. Call us now to find out how we can work together.

Our services

Our core values are based upon three main principles that are central to our delivery of a top class client service. These are Trust, Leadership and Creativity.

We take time to engage with our clients to understand and empathise with their aims and objectives both at the start of the advice process and in the future.

We are proud to work together with you, building a highly personal and professional relationship to enable you to achieve your aspirations based on mutual understanding and trust.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Francis Clark Financial Planning is a trading style for Francis Clark Financial Planning Ltd. which is authorised and regulated by the Financial Conduct Authority. Registered Office: Sigma House, Oak View Close, Edginswell Park, Torquay TQ2 7FF. Registered in England No. 05413603.
The Financial Conduct Authority does not regulate taxation and trust advice.
We are entered on the FCA Register No 433591 at www.fsa.gov.uk/register/home.do

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