Invest a lump sum
If you’ve sold a business, home, or asset – or received a settlement or inheritance – that’s a rare opportunity to take a major step towards your life goals. We’ll help you ensure a lasting impact.
Investment planning
Find the right strategy for your priorities and goals
The most important part of our investment planning service is the way we listen
As a truly independent financial planner, we put the whole investment market at your disposal – and help you find the perfect balance.
With dozens of investment types, strategies, and products to choose from, that might sound complicated. But really, it’s very simple. Our investment planning service is just one part of delivering the goals we discussed in your lifetime financial plan.
Talking with you about your objectives, priorities, and challenges means we know what matters, and there’s always a clear goal in mind. From there, it’s a question of using our industry experience – and working with our tax accountancy colleagues if need be – to recommend the right approach.
Often, that means a combination of investments. This helps us to make the best use of your allowances, and give you the best mix of flexibility, tax efficiency, and returns to deliver the returns you need in the short, medium, and long term.
And crucially, we’ll explain everything clearly. So you’ll always understand exactly what we’re recommending, and why.
Investment planning: independent, personal, and clear
“We have significantly improved our portfolio value, thanks to excellent management through some very turbulent times. Above all, we’d recommend the approachable, no-nonsense, down-to-earth advice.”
Roger and Stephanie Ely
“I have a longstanding relationship with Francis Clark Financial Planning. I have been a client for over 20 years. I have always found them to be professional, reliable, and respectful. I value their advice. My financial planner makes my life easier by listening to me and tailoring my investments to my needs. He goes the extra mile by always being there if I need him, responses and instructions are attended to promptly.”
Sandra
Tailored investment planning for your life goals
The right investment strategy for you will depend on the objectives in your lifetime financial plan. For instance, clients often want to:
Retire early
You might want to take an income from your investments before you can access your pension. If so, we’ll build in that flexibility.
Provide for education
If you have medium-term goals like school and university fees, that can put a focus on making smart use of ISA allowances and General Investment Accounts.
Save a regular amount
Putting a little aside on a regular basis can make a real difference to your financial position, especially if it’s a long-term investment.
Invest in sustainability
Whether you’re mindful of the impact your money has, or you simply think ethical businesses are the future, we can ensure your investment plan has sustainability at the fore.
Offset a tax liability
Because we work alongside tax accountants, we can understand if you’ve a need for tax-led investments like Venture Capital Trusts.
Our investment planning begins when we map out your lifetime financial plan
What do you want to achieve?
Contact us for a down-to-earth conversation about your current position, and what you’d like investment planning to do for you.