Financial Planners in Exeter

Office Details:

01392 667 000

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

8.30am - 5.30pm
(Mon to Fri)

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Financial Planning Experts in Exeter

Financial planning is about taking control of your financial future. At Francis Clark Financial Planning Exeter, our goal is to help you realise your financial aspirations and what it is you need to do to reach them. 

Exeter Services

  • Our Individual Client Services

    Financial planning is about taking control of your financial future. At Francis Clark Financial Planning Exeter, our goal is to help you realise your financial aspirations and what it is you need to do to reach them. 

    Do you want to find out more about when you’re going to be able to retire, and how much you’ll have to live on? Are you looking to make sure your loved ones are taken care of with an inheritance? Perhaps you’re ready to start investing but want personalised advice on how to maximise your assets. If you live in the Exeter area, our financial planning team can assist you every step of the way.

    Our individual client services include:

    • Inheritance tax we’ll help you understand how your estate will be impacted by inheritance tax (IHT) and the steps you can take to reduce it
    • Investment planning will give you the tools to understand your investment options and begin to build a personalised investment strategy and portfolio to meet your goals
    • Later life planning will help you build a financial strategy that plans for future care
    • Lifetime financial forecasting is a well-known term in business but individuals tend not to pay as much attention to it. Lifetime financial forecasting will help you understand your current and future financial position and help build realistic goals
    • Pensions and divorce advice can help you understand the best course of action for you during these life-changing times 
    • Personal protection makes sure that if you die or are suddenly unable to earn an income, due to a sudden or long-term illness, your family is still protected financially 
    • Personal tax advice to help you minimise your personal tax liabilities
    • Retirement planning is an essential step for every individual who wants to safeguard their future. Whether you’re self-employed or have a pension from an employer, we can help you plan for your retirement

  • Our Business Services

    Exeter is home to many thriving businesses and at Francis Clark Financial Planning, we recognise each will have its own individual needs and goals. That’s why all  our financial planning services are specifically tailored to every business we work with.

    As one of Francis Clark Financial Planning’s Exeter based business clients, your company will have a dedicated financial planner on hand for all of your financial planning needs. 

    Our business services include:

    • Business protection that covers shareholder, key person and business loan protection. This makes sure that you’re prepared if a key person dies of suffers a critical illness
    • Employee benefits make sure your team knows they’re valued – making it easier to retain top talent. But we understand every business will have its own budget and limitations, so our financial planners will help you organise the most suitable employee benefit scheme for your company and offset costs where possible 
    • Workplace pensions make sure you find the pension scheme that works best for your business. This can involve group pensions, occupational pensions or master trusts. Making sure your employees understand how vital they are to you by looking after their future

  • To discuss any of our services in more detail or find out more about how the Francis Clark Financial Planning team can help you or your business, get in touch with us. You can reach our Exeter office by phone on 01392 667000 weekdays from 8.30am to 5.30pm, or drop us an email anytime at [email protected].


    How to find our Exeter office

    By Car

    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.

    By Train

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

    Parking

    There is parking at Centenary House. Please use the spaces marked for PKF Francis Clark visitors.

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