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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Financial Planning experts 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 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 employee benefits to inheritance planning, our financial planners can offer advice tailored to your situation. All of our services are designed to your specific needs and requirements – making sure we can work together to create attainable, realistic plans for your 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 – we 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. 

    Our individual client services include:

    • 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 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
    • 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
    • Pensions and divorce can be one of the most stressful times in a person’s life and that’s why working with a financial planner can be extremely helpful. Francis Clark Financial Planning will offer practical advice on asset management, value analysis, asset division and more 
    • 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
    • Personal tax can be a complicated topic. Personal tax advice provides all you need to know about your personal tax allowance and what you should be paying
    • 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. 

    Our business services include:

    • Business protection includes business loan protection, key person protection and shareholder protection. You can’t plan for unforeseen circumstances, but you can be ready and prepared for when they arise 
    • Employee benefits don’t just help boost team morale and make sure your employees know how valued they are, they also help you attract new talent. Working with our financial planners, we can help you create a scheme that benefits both your business and employees
    • Workplace pensions aren’t one size fits all. There are a variety of workplace pension schemes, including occupational pensions, group pensions and master trusts. Our financial planners can help you understand the differences and find what suits your business best
  • 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 Torquay financial planners are available via phone 8.45am to 5.15pm on weekdays on 01803 302100, or you can email us anytime at [email protected].


    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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