Financial Planning

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How can we help you?

At Francis Clark Financial Planning, we believe in working together to achieve your ambitions and aspirations. We understand that good financial planning will put you in the best possible position for your future and wherever you might be on life’s journey, we can help you put an appropriate financial plan in place. We will consider a range of factors including your financial ambitions, your investment preferences and agreed risk profile to create a bespoke financial forecast that is adaptable to changing circumstances and maximises your return on investment.
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Individuals

As an independent financial planning firm you can be reassured that the advice you receive from us is truly independent and is not restricted to a limited number of product providers or solutions. As such, we focus on building an overall plan that is bespoke to you and focused only on achieving the best results for you. You can download our financial planning brochure or follow the link below for more information.

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Businesses

We provide businesses with tailored financial planning services to meet their strategic goals. Our reviews and advice ensure that our clients’ plans are as financially efficient as possible, key risks are mitigated and that their businesses can recruit and retain employees through attractive benefits schemes. You can download corporate services brochure or follow the link below for more information.

When it comes to planning, no two businesses are the same. Our advice and support is based on your business and your goals and we work with all types of companies from micro/start-up through to SMEs and larger corporates in many different sectors.

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Why Francis Clark Financial Planning?

Our financial planners have over 200 years’ worth of combined experience in advising our private and business clients with clear, expert, and relevant independent financial planning advice. We help our clients to create, keep and grow their wealth.

As a team we work closely with our accountancy colleagues to create detailed, cohesive and tax efficient financial plans for our clients to help them achieve their long-term financial objectives.

Our firm has held the coveted Chartered Financial Planning Firm status for over 10 years and therefore we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

"It is part of our shared ambition to do our bit towards building a positive future through sustainable investment strategies for all our clients."

What do we mean by sustainable investments and why does it matter?

Part of our responsibility is to make sure our investment portfolios reflect where we believe value for our clients can be achieved in the short, medium and long-term. In this regard we recognise that having sustainability as a key theme is vital.

At Francis Clark Financial Planning, we work with some of the most respected names in the investment profession.

Our investment management committee examines and questions their investment strategies to make sure these funds remain appropriate for our clients. It is our responsibility to build portfolios that represent good value for money, are robust and help to meet our shared sustainability goals.

An environmental, social and governance (ESG) assessment is a recognised method of screening companies that might be appropriate to hold within a sustainable portfolio. Wherever appropriate, we prefer to hold funds that can demonstrate a positive environmental and social contribution. Naturally, sound governance within the underlying companies is a prerequisite.

By adopting investment strategies with a focus on ESG, stewardship and sustainability, we are contributing to these positive aspirations whilst balancing risk and investment returns for our clients. Sustainability goals, such as wanting the underlying capital to support improving safe water treatment or advances in healthcare, are becoming ever more important to investors, and therefore play a growing role in the due diligence process our partners follow when deciding where to invest.

“We have significantly improved our portfolio value and her management of this has been excellent through some very turbulent times. We would have no hesitation in recommending Michelle and above all the very approachable, no nonsense and down to earth advice.”
Roger & Stephanie Ely, Cornwall
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