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Chartered Financial Planners
Financial planning gives individuals and businesses the tools they need to understand their current financial position and to begin planning towards the future. Our team of financial planners in Poole have decades of expertise and are on hand to offer you practical, actionable advice regardless of your situation.
Our financial planners in Poole provide financial planning services, specialising in pension planning, investments and cash flow planning. Our team works closely with accountants and business advisers at PKF Francis Clark to provide clients with a seamless service covering both their business and personal financial goals, helping you make the best of your financial situation.
Our financial advisers in Poole can support you with everything from inheritance tax to employee benefits, divorce planning, planning for care costs, trusts, retirement planning and pensions. We’ll explore the future you want, and help you get there!
Our financial advisers in Poole can support you in securing your long term financial security. Services include:
Find out how our financial planners in Poole can help you plan your financial future.
8.30am to 5pm
Towngate House, 2-8 Parkstone Road, Poole, Dorset, BH15 2PW
Francis Clark Financial Planning in Poole is located opposite the shopping centre, which can be reached from the A35 by following signs to Poole town centre.
From the centre, travel along Parkstone Road which runs between the George and Poole Park roundabouts and you will find us on your left hand side. Please use the sat nav postcode BH15 1UF when travelling to us.
Travelling west on the M27:
The road becomes the A31 bypassing Ringwood, Ferndown and Wimborne Minster. Remain on the bypass until reaching the roundabout junction signposted the A349 Poole town centre and ferry port.
Follow the A349 and ferry signs until reaching the roundabout signposted by the A350 Poole town centre. Turn left here onto the A350 (Holes Bay Road). Follow the dual carriageway which skirts the bay.
At the next roundabout at the end of Holes Bay Rd turn left onto the flyover and move to the right hand lane. At the next roundabout turn right and within a minute you will see Lighthouse on your left. Turn left onto Seldown Lane, bear right and our car park is on the left.
Travelling on the A35/A338:
A35 on to Castle Lane (A3060), 1st exit at roundabout, merge onto Wessex Way (A338) on the right to town centre, Poole (A35). Go through four roundabouts, then slight right onto Sandbanks Road.
At the next roundabout, take 2nd left. Then at the next roundabout turn left and within a minute you will see Lighthouse on your left. Turn left onto Seldown Lane, bear right and our car park is on the left.
Poole train station is in the town centre, a five minute walk from the office. It is on the main line between London Waterloo and Weymouth.
