Home Locations Financial planners in Southampton

Financial planners in Southampton

Independent, trusted Chartered Financial Planners in Southampton

Call 01823 697120 Email [email protected]

Our financial planners in Southampton work with individuals and businesses to understand their current financial position and plan for the future. Whether you’re a business owner wanting to to protect your business in the event of losing a key person through illness, injury or premature death, or an individual who is ready to take control of your personal finances, we can help.

At Francis Clark Financial Planning in Southampton, we work closely with the accountants and business advisers at PKF Francis Clark to provide a seamless service to clients.

As part of our ongoing financial planning and advice process, we’ll help you with financial decisions around investment and lifetime planning, as well as helping you plan for major life events. Our financial planners and advisors in Southampton can help you with:

Lifetime financial forecasting – make more informed decisions about your personal finances and your future financial security
Inheritance tax planning – consider all your options, including trusts and gifts
Investment planning – our financial advisors bring the clarity you’re seeking so you can decide what is right for you in terms of achieving your financial goals
Later life planning – reduce your stress by ensures your future needs are covered
Divorce financial planning – we can help make your life easier during a very stressful time, assessing your immediate and long-term financial needs following your divorce and supporting you to make good decisions
Personal protection insurance – ensure you and your loved ones are protected during the most difficult times.
Retirement planning – understand how much your pension could be worth and explore scenarios around when you might be ready to retire.

Working with our financial planners gives you the opportunity to ask all the questions you may have had, but weren’t sure who to ask:

What is the most efficient way to plan for retirement?
How do I begin to plan investments?
What steps can I take to improve my current financial situation?

When you reach out to our financial planners in Southampton, we’ll provide a clearer view of your current financial situation and ensure you’re heading in the right direction.

Services include:

How can we help you?

Find out how our financial planners in Southampton can help you plan your financial future.

Name

This field is for validation purposes and should be left unchanged.

Your name(Required)

Your phone number(Required)

Email(Required)

Enter the first part of your postcode(Required)

We ask for partial postcode so we can direct your enquiry to the nearest team

What can we help you with?(Required)

GDPR permissions

I consent to my personal information being collected and used to receive marketing communications from PKF Francis Clark Financial Planning including email updates, event invitations and newsletters using the communication methods I have provided above. Please read our privacy notice for more information and for how to unsubscribe.

Contact Francis Clark Financial Planning in Southampton

Call us

01823 697120

Email us

[email protected]

Opening times

8.30am to 5pm

Address

Kenneth Dibben House, Enterprise Rd, Chilworth, Southampton Science Park, Southampton, SO16 7NS

Directions to Francis Clark Financial Planning in Southampton

From the M27:

At junction 3, take the first exit for M271 signposted to Southampton/Docks. At the next roundabout, take the 3nd exit onto the A3057 and then at the next roundabout take the 2nd exit onto the A27. At the next roundabout take the 2nd exit onto Botley Road and continue for a couple of miles.

Turn right just after St Denys Church onto University Parkway and follow signs to the Science Park.

From the M3:

At junction 13, take the M27 West exit to Southampton Docks/Bournemouth. Keep left at the fork to continue on exit 14 and follow signs for Southampton/A33. Continue onto A27 and stay on A27 towards Romsey/Chilworth/N.Baddesley.

Continue straight on to Chilworth Road/A27 and then turn left onto University Parkway and follow signs to the Science Park.

Parking:

There is a car park opposite Kenneth Dibben House. As you enter the Science Park, take the first left into Venture Road and the car park is on the right hand side.

A regular bus service (X21), operates via Portswood, Wessex Lane, Parkway Station, Stoneham Lane, Chestnut Avenue, Asda Roundabout, Bournemouth Road, Birch Road and then to the Science Park.