Financial Planners in Plymouth

Office Details:

Melville Building East,
Unit 18,
23 Royal William Yard,

08:45am - 17:15pm
(Mon to Fri)

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Financial Planning Plymouth

Financial planning can help you take control of your finances, achieve your future goals and improve your business. Francis Clark Financial Planning’s Plymouth team of chartered financial planners are on hand to work with you, and your business. 

Our Plymouth wealth management services are designed to forecast and manage the future of your financial situation. Our financial advisers in Plymouth offer a range of services for both individuals and businesses. 


How our financial advisers in Plymouth can help

Our financial advisers in Plymouth can support you with everything from inheritance tax to employee benefits. We take the time to understand your current financial situation, your goals, and then assist you by creating an achievable, long-term plan so you can make the most out of your money.

Francis Clark Financial Planning Plymouth is here to help you plan for a better future. Contact our team of experienced financial advisers in Plymouth today and see how we can help secure your finances.

Plymouth Services

  • Our Individual Client Services

    Financial planning is as important for individuals as it is for businesses. It’s about helping you understand your situation, and take control of your life. 

    Personal financial planning gives you the opportunity to understand your current financial circumstances and make realistic financial plans for your future. From making retirement preparations to helping you deal with a divorce; our Plymouth financial advisers are on hand every step of the way. 

    Many find working with a financial planner a liberating experience, as it gives you the opportunity to ask all of the questions you might have. You can ask about what position your finances are in, and the steps you need to take for a healthy retirement. If you’re looking for a chartered financial planner in Plymouth, we can help you understand investment opportunities, build your portfolio, and much more. 

    Financial planning Plymouth individual client services

    At Francis Clark Financial Planning, we offer a range of financial planning services. Our chartered financial planners in Plymouth customise financial plans to your individual needs. See our services below: 

    • Inheritance tax planning is an important step to making sure your loved ones are cared for. Our inheritance tax (IHT) planning will help you understand how IHT could impact your estate and how to plan for this
    • Investment planning will walk you through your investment options, devise an investment strategy and help build your investment portfolio – balancing your approach to investment risk with your financial capability 
    • Later life planning gives you the opportunity to make plans towards your future, including lifetime financial forecasting and planning for future care needs
    • Lifetime financial forecasting is well-known in business, but individuals can use it to great effect too. Lifetime financial forecasting helps you create goals around how much money you should be saving to plan the retirement you want and to leave an inheritance
    • Financial planning on divorce advice can help you understand the best course of action for you during these life-changing times 
    • Personal protection will help make sure your family is protected if you are suddenly unable to earn an income
    • Retirement planning helps you take control of your golden years. Whether you work for an employer and receive a pension from them or are self-employed, we can work you through your pension options
  • Our Business Services

    As a port city, known for its maritime heritage and historic Barbican district, it’s of no surprise that Plymouth is a huge draw for many businesses. Plymouth has an especially diverse range of businesses spanning many specialisations – working on both a national and international scale. 

    All of these businesses will have their own individual needs and goals when it comes to financial planning and the Plymouth financial planning team understands this. This is why we will work with businesses to offer completely tailored solutions. 

    Acting in partnership with your business, you’ll have a financial adviser in Plymouth dedicated to your account who will advise you on your financial plans and implement your next steps. You’ll also have a client liaison assistant to quickly deal with day-to-day enquiries – making sure you always have a dedicated member of the Francis Clark Financial Planning Plymouth team available whenever you need them. 

    Financial planning Plymouth business services

    Our chartered financial planners in Plymouth offer a number of services geared towards assisting businesses in Devon. Discover below how Francis Clark Financial Planning can help your business today:

    • Business protection to make sure you are prepared for all circumstances. Our business protection includes business loan, shareholder and key person protection 
    • Employee benefits are essential to make sure your team understands how valued they are in your business. Every company will need its own tailored benefits package that works for employees as well as employers. We can help you create a tailored package and even help you to offset some of the costs
    • Workplace pensions that suit your business, whether it’s an occupational pension, group pension or master trust


Find a financial adviser in Plymouth

If you’re ready to start working with a financial adviser in Plymouth or want to find out some more information about how our financial planning and wealth management Plymouth teams can benefit you or your business, get in touch with us. Call our Plymouth financial planning team on 01752 301010 8.45am to 5.15pm Monday to Friday, or drop us an email via [email protected] anytime.


Find our Francis Clark Financial Planning Plymouth office

By Car

If coming from the A38 (in either direction) we suggest you exit at Marsh Mills and follow signs to the City Centre and then to Royal William Yard. When enter you come to the entrance take the first left ,then right, then first left to find us in the Melville Building.


There is pay and display parking throughout Royal William Yard. If you are using ‘What3words” please enter:

By Train

The nearest train station, Plymouth, is 10 minutes drive in a taxi or a 40 minute walk.



How to choose the right financial adviser in Plymouth?

Choosing the right chartered financial planner in Plymouth can be a difficult decision. It is important to consider factors such as the experience of the financial advisers in question and their areas of expertise. Our team of financial advisers in Plymouth are fully qualified and have a wealth of experience in providing financial planning advice for individuals and small businesses alike in the local area. 

What services do Francis Clark’s financial advisers in Plymouth offer?

At Francis Clark Financial Planning, our team of chartered financial planners in Plymouth offer a range of financial services. For businesses, we offer Business Protection services designed to protect an organisation from the financial consequences in the event of stakeholders becoming critically ill or dying. We also offer a range of individual financial planning services including Later Life Planning and Personal Protection. 

How much do financial advisers in Plymouth cost?

The cost of financial advisers in Plymouth can vary depending on several factors. The fees charged by Francis Clark Financial Planning may be influenced by the complexity of your financial situation and the services required. To get an accurate estimate, it is recommended to schedule a consultation with our advisers, where we can assess your specific needs and provide you with more detailed cost information.






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