Francis Clark Financial Planning Limited

Independent Financial Adviser  Hitchcock House, Woodford, Wiltshire, SP3 4UF
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Fiona Morrison
Chartered Financial Planner
What our clients say
Outstanding service done with fantastic knowledge and I especially appreciated your sensitivity over my financial matters.
Mrs K, Widow, Wiltshire
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.

Where to find us

Hitchcock House, Hilltop Park, Devizes Road, Salisbury, Wiltshire, SP3 4UF

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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