Francis Clark Financial Planning

Independent Financial Adviser Lowin House, Tregolls Road, Truro, Cornwall, TR1 2NA
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
3rd December 2018
We are Chartered Financial Planners here to help you plan, manage and grow your personal finances.
We can advise you on
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • 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
    • 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
David Clifton APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Michelle Willcock APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Rosalyn Shallcroft
Consultant
Andrew Newcombe FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Ben Nurse
Consultant
What our clients say
Thanks for your helpful letter of explanation and very prompt work.
Mr A, Cambourne
My wife and I have used the services of Alan Turner as a financial advisor for several years. He has given us excellent advice on various financial matters/initiatives with which we are very satisfied.
Mr H, Falmouth
Alan provided excellent financial advice and gave clear and precise information. I would and indeed have recommended his services to friends and colleagues.
Mrs T, Truro
Where to find us

Lowin House, Tregolls Road, Truro, Cornwall, TR1 2NA

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

Similar advisers near you

Independent Financial Adviser 0.25 mi
Jargon free Independent Financial Planning Advice from Chartered Financial Planners. Morlaix explains everything in a simple manner.
 
Independent Financial Adviser 0.25 mi
"Simply First Class” "Sarah Williams provides an excellent service, while being friendly and approachable"
 
Independent Financial Adviser 0.37 mi
We are here to help you in buying your first home to sorting out your Retirement & Investments needs.
 
Independent Financial Adviser 0.37 mi
I am an Independent Financial Adviser living and working in Truro and cover the rest of Cornwall.