Independent, trusted Chartered Financial Planners in Southampton
Call 01823 697120 Email [email protected]
Our financial planners in Southampton work with individuals and businesses to understand their current financial position and plan for the future. Whether you’re a business owner wanting to to protect your business in the event of losing a key person through illness, injury or premature death, or an individual who is ready to take control of your personal finances, we can help.
At Francis Clark Financial Planning in Southampton, we work closely with the accountants and business advisers at PKF Francis Clark to provide a seamless service to clients.
As part of our ongoing financial planning and advice process, we’ll help you with financial decisions around investment and lifetime planning, as well as helping you plan for major life events. Our financial planners and advisors in Southampton can help you with:
- Lifetime financial forecasting – make more informed decisions about your personal finances and your future financial security
- Inheritance tax planning – consider all your options, including trusts and gifts
- Investment planning – our financial advisors bring the clarity you’re seeking so you can decide what is right for you in terms of achieving your financial goals
- Later life planning – reduce your stress by ensures your future needs are covered
- Divorce financial planning – we can help make your life easier during a very stressful time, assessing your immediate and long-term financial needs following your divorce and supporting you to make good decisions
- Personal protection insurance – ensure you and your loved ones are protected during the most difficult times.
- Retirement planning – understand how much your pension could be worth and explore scenarios around when you might be ready to retire.
Working with our financial planners gives you the opportunity to ask all the questions you may have had, but weren’t sure who to ask:
- What is the most efficient way to plan for retirement?
- How do I begin to plan investments?
- What steps can I take to improve my current financial situation?
When you reach out to our financial planners in Southampton, we’ll provide a clearer view of your current financial situation and ensure you’re heading in the right direction.
Services include:
