Financial Planners in Poole

Financial planning experts in Poole

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.

We work with both individuals and businesses to offer tailored services, aimed at helping make the most of their financial situation. Whether you’re a business who wants to better understand business protection, employee benefits and investments, or an individual who is ready to take control of your finances, our financial planning experts can help.

Find a long term financial adviser in Poole

Our financial advisers in Poole provide a full suite of financial planning services to clients across the South West. We have particular specialisms in pension planning, investments and cash flow planning, and our team works closely with accountants and businesses advisers at PKF Francis Clark to provide clients with a seamless, holistic service.

Many of our individual clients also own their own businesses which operate in numerous industries including agriculture, manufacturing and consultancy. Many of these businesses also use PKF Francis Clark’s accountancy and business advisory services, which ensures all parties have a full understanding of the individuals’ financial goals, and advice can then be given in the client’s best interests.

We also work closely with local businesses and have built a strong network of local solicitors who we collaborate with to ensure clients on both sides are well looked after. These firms can take care of the legal aspects of commercial property and inheritance planning for our clients, while our financial advisers in Poole can help them with trustee investments and personal financial planning for their partners and clients.

Poole Services

• Our Individual Client Services

  It’s becoming increasingly important to take an informed approach when it comes to your financial situation. While the idea of personal financial planning can seem intimidating, it can actually take away many concerns and give you a feeling of control when it comes to planning your financial future. 

  If you live in the Poole area, working with a financial planner will give you a clearer view of your current financial situation and ensure you’re heading in the right direction. Our financial planners can help you deal with major life events like divorce, retirement and inheritance as well as long-term financial decisions like investment and lifetime planning. 

  Financial planning Poole individual client services

  • Inheritance tax (IHT) planning helps you plan for how IHT may impact your loved ones after you’ve gone. Our financial planners will guide you on gifting, trusts and all other areas of inheritance
  • Investment planning works to help you create an investment portfolio that suits your investment objectives with regular advice and adjustments to maximise your finances 
  • Later life planning makes sure you are fully prepared for your next steps and have plans in place like how to fund care fees and care needs annuities
  • Lifetime financial forecasting has always been a common term in business but now individuals are seeing the benefits it can have on personal finances. Lifetime financial forecasting helps you create goals for your future and work on plans to achieve them
  • Financial planning on 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 are unable to earn an income, you have protection in place to look after your family
  • Retirement planning gives you control, and relaxation, in your later years. Whether you have an employee pension or are self-employed, exploring pension and long term investment options can help you make the most of your golden years
• Our Business Services

  Known for its lively business hub, Poole is home to a wide mix of companies – with expanding sectors in marine technologies, inbound tourism, manufacturing and creative industries to name a few. We fully appreciate that a wide range of businesses requires a wide range of services and all have very unique needs when it comes to planning their finances. 

  Francis Clark Financial Planning’s Poole team of chartered financial planners pride themselves on their tailored approach. All their advice and planning will be specific to your business, its needs and your goals. 

  We’ll partner every Poole based business client with a dedicated financial planner as well as a client liaison assistant to answer any day-to-day questions –  making sure you always have a member of Francis Clark Financial Planning available for your business. 

  Financial planning Poole business services

  • Business protection including business loan protection, key person protection and shareholder protection. This makes sure your business is prepared and ready for any unplanned situations

 

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How to find our Poole office

By Car

Our office 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 trying to find our carpark.

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 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 in to Seldown Lane, bear right and our car park is on the left.

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 in to Seldown Lane, bear right and our car park is on the left.

By Train

Poole rail station is in the town centre, a five minute walk from the office. It is on the main line between London Waterloo and Weymouth.

Parking

Parking is available via the rear of the building from Seldown Lane, which can be accessed by using the following postcode – BH15 1UF. Visitor parking is on the right at the far end of the car park, opposite reception.

Contact a financial adviser in Poole today

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, don’t hesitate to contact us. You can reach our Poole office by phone on 01202 663600 weekdays from 8.30am to 5.00pm, or drop us an email anytime at [email protected].