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
19th August 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 review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • 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

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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

PKF Francis Clark Financial planning and wealth management is the trading name of Francis Clark Financial Planning Ltd. Registered Office: Sigma House, Oak View Close, Edginswell Park, Torquay TQ2 7FF registered in England No. 05413603. Francis Clark Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority (FCA) No. 433591. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.

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