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Financial Planners in Torquay

Office Details:

Sigma House
Oak View Close
Edginswell Park
Torquay, Devon
TQ2 7FF

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

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Find a long term financial adviser in Torquay

Financial planning is about gaining the tools and knowledge you need to feel in control of your financial future. The Torquay team at Francis Clark Financial Planning’s main aim is to work with you to create practical, actionable and long term plans to make sure you achieve your goals – whether you’re a business or an individual.

From offering advice on retirement planning to inheritance planning, our financial advisers in Torquay can provide guidance tailored to your situation. All of our services are designed to fit your specific needs and requirements – making sure we can work together to create attainable, realistic plans for your financial ambitions.

Torquay Services

  • Our Individual Client Services

    Financial planning has become increasingly important for individuals who want to take control of their financial situation and plan for their future. Whether that’s planning for retirement, paying the correct amount of income tax, or taking the leap into property investment – our financial planners in Torquay can help. 

    If you’re based in the Torquay area, our chartered financial planners don’t make decisions for you, we work together to help you understand your financial situation, the options available and guide you to make smart, informed choices about your financial future.

    Financial planning Torquay individual client services

    • Lifetime financial forecasting is an important tool if you want to understand your financial situation and know what steps you need to take to achieve your long term plans
    • Inheritance tax is always a difficult conversation. For many, it feels like the government is taking what is intended for their loved ones. By properly planning your will, you can make sure the right individuals benefit from your estate and understand the relevant reliefs they can claim 
    • Investment planning is an important step to take before making actual investments. While we can’t negate the risk associated with investment, by working with a financial planner you can build a portfolio that aligns with your aspirations, current financial situation and appetite for risk 
    • Later life planning helps you plan for expenses later in life, such as care needs, so they don’t impact your standard of living
    • Financial planning on divorce advice can help you understand the best course of action for you during these life-changing times 
    • Personal protection helps protect your family if something comes along that prevents you from earning an income, whether it’s illness, accident or premature death, your bills and family are covered
    • Retirement planning is the best way to make sure your golden years are as enjoyable as possible. Whether you’re self-employed or have a pension with your employer, taking control of a private pension can give you more financial freedom in the future
  • Our Business Services

    While many think of the traditional British seaside and vibrant, friendly community when they think of Torquay, it also hosts many inspiring, diverse businesses. At Francis Clark Financial Planning, we appreciate that while all of these businesses may share the same beautiful home, they each have very unique needs when it comes to planning their finances. 

    When working with the Torquay team at Francis Clark Financial Planning, you’ll have a dedicated chartered financial planner who will work closely with you and your business to make sure they fully understand who you are and what you need. All of our Torquay based business clients also have access to a client liaison assistant who will answer your day-to-day queries, so you always have someone on hand when you need them. 

    Financial planning Torquay business services

Contact a financial adviser in Torquay

Would you like to find out more about Francis Clark Financial Planning’s services and how they can help benefit you or your company? Our financial advisers in Torquay are available via phone 8.45am to 5.15pm on weekdays on 01803 302100, or you can email us anytime at [email protected]. Book your consultation today, and see how we can help. 


How to find our Torquay office

By Car

At the Penn Inn roundabout, take the 3rd exit onto the A380 slip road to Torquay/K’kerswell, then merge onto Torquay Rd/ S Devon Expy A380.

Once on the A380 follow the road, keeping to the left hand lane until you come to the traffic lights at the bottom of Hamelin Way. Turn left onto Hamelin Way Torquay A3022.

At the next set of traffic lights turn right onto Riviera Way/A3022.

After 300 yards take the first right at the traffic lights into Newton Road towards Torbay Hospital, after 100 yards turn right into Orchard Way.

Follow Orchard Way into Edginswell Business Park taking the left hand turn into Oak View Close you will see Sigma House on your right.

From Torquay

Follow the A3022 Newton Road from Torquay to Newton Abbot, continue along the A3022, this road will change into Riviera Way.

Carry on along Riviera Way past the Willows development on the right and through the traffic lights.

At the next set of traffic lights turn left back into Newton Road, after 100 yards along the Newton Road turn right into Orchard Way.

Follow Orchard Way into Edginswell Business Park taking the left hand turn into Oak View Close you will see Sigma House on your right.

Parking

There is parking at the Torquay office.

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