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Financial planners in Torquay

Financial planning advice just for you in Torquay

Call 01392 323310 Email [email protected]

Financial planning gives you the knowledge and tools you need to feel in control of your financial future. Our financial planners in Torquay work closely 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 planners in Torquay can provide guidance suited to your specific needs.

From planning for retirement, to making sure that you are paying the correct amount of income tax, or taking the leap into property investment – our expert team of financial planners in Torquay can help. Our services include:

Lifetime financial forecasting – understand your financial situation and know what steps you need to take to achieve your long term plans

Inheritance tax – 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 – 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 and appetite for risk

Later life planning – plan for expenses later in life, such as care needs, so they don’t impact your standard of living

Wealth management – strategically managing your financial assets to maximise growth and achieve financial goals

Financial planning on divorce – understand the best course of action for you during these life-changing times
Personal protection – protect your family if something comes along that prevents you from earning an income

Retirement planning – 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 your later years

Our financial planners in Torquay understand the importance of transparent pricing. During an initial consultation, your planner will discuss your needs and provide a breakdown of our costs. You will always know how much our advice will cost before we start the work.

Services include:

Contact our financial planning experts

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

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Contact Francis Clark Financial Planning in Torquay

Call us

01392 323310

Email us

[email protected]

Opening times

08:45am to 5:15pm

Address

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

Directions to Francis Clark Financial Planning in Torquay

From Penn Inn roundabout:

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. There is free parking at our office.

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. There is free parking at our office.

The nearest train station Torquay, is 10 mins away by taxi.