Financial Planners in Taunton

Financial planning Taunton

Since 2013, Francis Clark Financial Planning has been conveniently based in the Blackbrook Business Park on the outskirts of Taunton near junction 25 of the M5 with free client parking. Our offices and meeting rooms are all located on the ground floor and have accessible restrooms.

Our clients are both individuals and businesses, including local companies through to those with global interests. We work together with our colleagues at PKF Francis Clark for clients who also have accountancy needs, as well as established relationships with local and regional solicitor firms.

Find a long term financial adviser in Taunton

Typically, our clients seek advice on retirement, estate planning, savings and investments – planning for their future as well as supporting their children to help give them financial security. Our clients are local, regional and national.

We have hosted networking events with professionals across business sectors including architects, bankers and solicitors, and have given talks on the budget and how it affects financial planning. We also contribute to talks at the FD (Finance Director) Seminars hosted by our accountancy partners in PKF Francis Clark at the local Somerset County Cricket Club, nearby, in the centre of Taunton.

Taunton Services

• Our Individual Client Services

  While many think of financial planning as being something only businesses concern themselves with, it’s just as important for individuals to take control of their financial planning too. Personal financial planning will give you the freedom to fully understand your financial situation and start making serious plans for the future.

  If you live in the area, our Taunton financial planning team is on hand to answer any questions you may have, as well as help you create a plan of action for reaching your financial goals. 

  Financial planning Taunton individual client services

  • Lifetime financial forecasting isn’t just for business. It’s important to understand your financial situation and begin to create long term plans for the future you want 
  • Inheritance tax is one of the least liked taxes there is, but that’s why it’s important to begin planning in advance and keep hold of an up to date will. Our financial advisers in Taunton will help you plan and draft your will so that your loved ones are able to fully maximise their inheritance and understand relevant reliefs
  • Investment planning works to make sure you have a good understanding of the different types of investments and what investment options are available to you before building a personalised portfolio and investment strategy. Our financial planners will not negate the risk of investment, but will make sure you take an approach that matches your aspirations and approach to risk 
  • Later life planning is an important step for planning needs and expenses you may incur later in life, such as how you’ll fund care needs
  • Financial planning on divorce can help you understand the best course of action for you during these life-changing times 
  • Personal protection means that if something happens and you are unable to earn an income, whether because of long-term illness an accident or premature death, you and your bills are covered 
  • Retirement planning gives you the tools you need to be proactive when it comes to financing your golden years. Whether you are self-employed or are entitled to an employer pension, a private pension has many benefits. Our financial planners will be able to advise on the best steps for you
• Our Business Services

  Taunton’s thriving business community is home to a dynamic range of businesses covering many sectors. With a huge array of top UK companies, and a growing independent and SME business scene, the financial needs of Taunton’s businesses truly varies.

  When you work with Francis Clark Financial Planning Taunton, you aren’t just hiring a service, we become a partner to your business. Working closely with a dedicated chartered financial planner, we offer tailored advice and services to suit your needs. Alongside your assigned financial planner, every business client will also have a client liaison assistant on hand to answer day-to-day queries.  

  Financial planning Taunton business services

  • Business protection means that when unexpected things happen, your business can continue operating without a hitch. We can advise on business loan protection, key person protection and shareholder protection

Contact a financial adviser in Taunton today

Have more questions about Francis Clark Financial Planning’s services and how they can benefit you and your company? Our financial planning team in Taunton would love to hear from you. You can drop us an email anytime at [email protected], or call our Taunton office between 9.00am and 5.30pm weekdays on 01823 275925.

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How to find our Taunton office

By Car

Blackbrook Business Park is situated adjacent to Junction 25 of the M5 Motorway.

Exit the M5 at Junction 25. Take the exit signposted Blackbrook Business Park into Blackbrook Park Avenue (1st exit from M5 northbound, 3rd exit from M5 southbound). At the first roundabout take the 1st exit. Follow the road to the end and turn left into the main car park. Francis Clark Financial Planning is the last building on the left.

By Train

The nearest railway station is in Taunton itself – approximately five minutes by taxi from our offices.

Parking

PKF Francis Clark Parking bays are clearly marked.