Financial Planners in Plymouth

Office Details:

North Quay House
Sutton Harbour
Plymouth, Devon
PL4 0RA

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

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Financial Planning Experts in 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 financial planners can help you with everything from inheritance tax to employee benefits. Our aim is for you to make the most of your money by helping you to understand your current financial situation better and assisting in the forecast of achievable long-term goals. 

Francis Clark Financial Planning Plymouth is here to help you plan for a better future.

Plymouth Services

  • Our Individual Client Services

    Financial planning is as important for individuals as it is for businesses. Financial planning is about helping you understand, 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 plans to helping you deal with a divorce; our Plymouth financial planners 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 have. You can ask about what position your finances are in, and the steps you need for a healthy retirement. If you’re in the Plymouth area, we can help you understand investment opportunities, build your portfolio, and much more. 

    Our individual client services include:

    • 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
    • Pensions and divorce A life-changing event, which is why a professional can help you work through your options and assist you in making fully informed decisions
    • Personal protection will help make sure your family is protected if you are suddenly unable to earn an income
    • Personal tax will help you understand and minimise your personal tax liabilities
    • 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 planner 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. 

    Our business services include:

    • 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
  • If you’re ready to start working with one of our financial planners or want to find out some more information about how Francis Clark Financial Planning 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.


    How to find our 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.

    On Exeter Street, stay in the left-hand lane, shortly before Charles Cross (bombed church), the road will take you to the left opposite the Asda (previously Esso) garage, into Bretonside, signposted Continental Ferryport. Take the second turning left into Hawkers Avenue.

    Francis Clark Financial Planning is on the left and has the second car park entrance immediately adjacent to the building.

    Please call reception to book a parking space. Other parking is available in public car parks signposted nearby.

    To enter the building from the car park, please press the PKF Francis Clark doorbell. Our office is on the first floor.

    If coming from the city, please bear in mind that you cannot turn right from Exeter Street into Bretonside. The easiest way to reach the office from the city is to turn onto Bretonside at St Andrews Cross roundabout.

    By Train

    The nearest train station is 5 minutes drive away from the office by Taxi or a 20 minute walk.

    Walking from Plymouth train station to the  Francis Clark Financial Planning office directions: turn right on to North Road East and follow for 0.1 miles, at the roundabout take the 1st exit onto A374/Cobourg Street and follow for 0.3 miles. Turn right at A374/Charles Street and follow for 0.7 miles go straight across at the roundabout. Turn right at B3240/Breton side and follow for 0.8 miles. Turn left at Hawkers Avenue for a further 0.9 miles. Then turn left and Francis Clark Financial Planning is on your left.

    Parking

    We have some parking behind the office (entrance on Hawkers Avenue), please call reception to book a space. Other parking is available in public car parks signposted nearby.

    Speak to our advisers now