Financial planners in Exeter

Contact our experts

Truly independent financial planning advice for you in Exeter

Call 01392 323310 Email [email protected]

With a large team of financial planners in Exeter, this office is the hub of Francis Clark Financial Planning in the South West. Here, our experts develop financial planning solutions for both individuals and businesses.

Financial planning is about taking control of your financial future. Our financial advisers in Exeter will help you realise your financial aspirations and what you need to do to reach them.

We look holistically at your financial situation, planning your lifetime finances for the future to help you and your family have the financial security you need. So, if you’re looking for quality financial planning advice in Exeter, then Francis Clark Financial Planning’s advisers can help.

Partnering with our financial planners in Exeter provides you with the perfect chance to ask those pressing financial questions you’ve been unsure who to ask:

  • What’s the best approach to retirement planning?
  • How should I start investing wisely?
  • What can I do to enhance my current financial stability?

Our experienced financial advisers in Exeter are here to help you build a secure and prosperous future.

Services include:

Start your financial planning journey

Find out how our financial planners in Exeter can help you plan your financial future.

This field is for validation purposes and should be left unchanged.
We ask for partial postcode so we can direct your enquiry to the nearest team
GDPR permissions

Contact Francis Clark Financial Planning in Exeter

Opening times

8.30am to 5pm

Address

Centenary House, Peninsula Park, Rydon Lane, Exeter, Devon, EX2 7XE

Directions to Francis Clark Financial Planning in Exeter

Leave M5 at Junction 30 take the A379 towards Exeter and Dawlish. Stay on this road as it curves to your left, in a loop.

Join the A3015, and continue along this road until turning left into Peninsula Park at the third set of traffic lights.

Take the first left, opposite the Pennon (South West Water) building, and find Centenary House at the end of the road.

You can park at Centenary House, please use the spaces marked for PKF Francis Clark visitors.

Digby & Sowton is the nearest railway station, a 10-15 minute walk to our Exeter office.

Our latest insights

All insights

Pensions, child benefits and tax-efficient savings strategies for 2026

5 March 2026

Read
Happy senior couple looking at financial paperwork with a laptop and calculator

Using investments and allowances to maximise tax efficiency before 5 April 2026

5 March 2026

Read

Market Update: Tensions rise in the Middle East

4 March 2026

Read
Mature woman looking at data on a laptop with her financial planner

International Women’s Day: Top financial challenges facing women in 2026 – and how to overcome them

26 February 2026

Read
Father and adult son talking over cups of coffee

Why and how to talk to your family about your estate plans

26 February 2026

Read
Thoughtful senior woman with a calculator, laptop and paperwork

Can you afford to retire next year? 4 questions to ask yourself

26 February 2026

Read

Guide: 5 tips to help you manage your wealth in 2026

23 January 2026

Read
Happy senior couple looking at financial paperwork with a laptop and calculator

How mindful spending could boost your financial wellbeing in 2026 and beyond

20 January 2026

Read
Focused middle-aged woman at home using a laptop and calculator

Women often retire with less savings than men: 4 ways to build the future you want 

20 January 2026

Read

World Cancer Day: How financial advice could help you cope with serious illness 

20 January 2026

Read

Investment Update: Market commentary Q4 2025

19 January 2026

Read

A reflection: what the budget really means

23 December 2025

Read