14 Oct 2024

Francis Clark Financial Planning ranked as a top 100 financial adviser

Francis Clark Financial Planning has been ranked in the Financial Times, FTAdviser’s prestigious list of the UK’s top 100 financial advisers.

The financial planning arm of PKF Francis Clark claims its position in this year’s rankings, which are based on a range of factors, including growth rate, assets under management, experience and qualifications.

Established in 2002, Francis Clark Financial Planning employs more than 60 staff across offices in Exeter, Plymouth, Salisbury, Southampton, Taunton, Poole, Torquay, Truro and Bristol.

Chris Reah, managing director of Francis Clark Financial Planning, said: “We are  honoured to be recognised in FTAdviser’s UK’s top 100 financial advisers list.

“This achievement is a testament to the dedication and expertise of our entire team, who consistently strive to provide exceptional service and innovative financial solutions to our clients. We remain committed to upholding the highest standards of excellence and integrity in all that we do.

“Thank you to our clients for their trust and support, and to FTAdviser for this esteemed recognition.”

Francis Clark Financial Planning helps clients by providing bespoke independent long term financial planning which includes cashflow planning, retirement and investment advice and help to plan for later life including care fees and how best to pass wealth to the next generation.

This field is for validation purposes and should be left unchanged.
We ask for partial postcode so we can direct your enquiry to the nearest team
GDPR permissions

Latest news

Senior businesswoman concentrating on her laptop

4 ways to reduce your inheritance tax exposure after exiting your business

2 July 2026

Read
Mother and daughter looking at a laptop and paperwork together

Why succession planning is crucial for your family business 

2 July 2026

Read
Relaxed, happy middle-aged couple talking to their financial planner

Why good communication is crucial for effective financial planning

25 June 2026

Read
Relaxed senior couple talking to a financial planner

Why your financial plan needs to move with the times: Does yours need updating?

25 June 2026

Read
Happy multigenerational family walking in the woods

A beginner’s guide to UK inheritance tax 

25 June 2026

Read
A man’s hands planting seeds.

How to make your finances more sustainable with ESG investing 

10 June 2026

Read
Chris Reah running crossing the finishing line in a marathon

Team update: Our MD, Chris Reah completed three charity marathons in three weeks!

22 May 2026

Read
Female financial adviser using a tablet and talking to a senior couple

How your financial planner is using AI to deliver smarter, more personalised advice

22 May 2026

Read
Serious senior couple looking at financial paperwork

Pensions and inheritance tax: What the new rules could mean for your estate 

22 May 2026

Read
Senior couple consulting a financial planner

Are you planning to draw from your pension ahead of inheritance tax changes? Consider these 3 things first 

6 May 2026

Read
Volunteers wearing “humanitarian services” t-shirts while packing boxes of donations

Why and how to include philanthropic giving in your estate plan

6 May 2026

Read

Guide: 5 essential steps to plan for a pension shortfall if you want to retire early

23 April 2026

Read