Onboarding satisfaction survey
We seek feedback after your first time woking with us to continually improve our client experience.
Created with you in mind
Financial planners working alongside your accountants makes perfect sense
We couldn’t find our clients’ ideal financial planning service. So we created it.
In 2002, the board of Francis Clark had a realisation. The traditional back-and-forth between separate accountants and financial advisers serves no-one. So they founded a new company, giving clients a more joined-up approach – and Francis Clark Financial Planning was born.
Our clients loved the idea, and the subsidiary company grew and grew. What started as a team of four in the Newton Abbot has become a 65-strong, Chartered financial planning team, in nine locations across the south and west of England.
The premise is simple. Getting your financial planning and tax advice in one place gives you a single, coherent view of your finances. Your plans are considered from every angle, and we’ll happily work in partnership with your legal advisors. No repeating yourself, no miscommunication. And we can be certain you’ll get the same high standards of customer service, every time.
It also means we’re free to do things differently. For instance, we build long-term relationships, so we can take a lifetime financial planning approach. Forecasting and optimising your whole future, not just selling investment products. And we keep our investment committee separate – so your financial planner is only focused on you.
From our first conversation, we think you’ll understand why it works so well.
Chartered financial planners
We’re proud to be one of just 14% of financial planning firms in the UK to hold Chartered status.
It means you can be confident you’re working with a qualified expert, who has your best interests at heart. And that when we tell you we’ll do something, we’ll keep our word.
What’s more, we work hard to exceed the Chartered Insurance Institute (CII) requirements for a Chartered financial planning firm. Three of our board are individually Chartered, along with 68% of our financial planners – and we’re working towards the rest.
An evolving service, guided by you
Our client listening programme puts your voice at the heart of decisions about the service you receive.
We want to keep adapting our service to meet your changing needs. So we’ll actively seek your opinions about our work and the way we support you. And we’ll keep in touch to tell you what’s changed as a result of your views.
Lately, that has included:
Client interview programme
Qualitative research among 30 clients, carried out by external, independent customer experience specialists.
Annual client survey
Benchmarking satisfaction and feedback across all our clients.
Client forum discussions
Ad-hoc group discussions, inviting clients to discuss key themes and issues over lunch
A popular service from a trusted financial name
2,000
clients
65
team members
9
offices
A great workplace – attracting great people
We can deliver consistent, longstanding client relationships because we’re a great employer – and that’s official. It means our people stay for the long term.
Our careers websiteCommitted to our communities
We share PKF Francis Clark’s commitment to be a positive presence in society, business, and the environment.
Our ESG commitmentsGlobal expertise, delivered locally
If your financial plans have tax implications outside the UK, it’s no problem. Our parent company, Francis Clark LLP, is part of PKF – the world’s 15th largest accountancy group. It means we can source trusted local accounting expertise anywhere in the world.
Go to PKF Francis Clark website
Meet our leadership team
Contact your local office – or message us direct
You’ll find contact details for our nine financial planning offices below. Alternatively, feel free to message us using this form, and we’ll contact you directly.