Specialist tax advice
In-house tax experts with a national reputation for advice on efficient structures and approaches.
Wealth Management
Explore the best of the market with a Chartered, experienced adviser
The two keys to wealth management: independence and experience
Ironically, having significant assets can often mean you’re offered less choice when it comes to planning your finances. We think that’s unfair.
With specialist risk strategies and investment solutions at your disposal, you should be free to choose from the best of the whole market. But to make the most of that choice, you need two things.
First, your financial planner must be truly independent. It’s vital you’re offered the best fit for your individual objectives – regardless of the provider – not simply one bank’s product set.
More important still, your planner should understand you. Your priorities, your philosophy, and your goals. They need the knowhow to ask you the right questions, and design the perfect approach – as well as the experience to challenge your thinking if need be.
That rapport is rare, and we believe it’s why so many clients stay with us – often, for generations. But that’s something you should judge for yourself when we meet.
A longstanding, valuable relationship
“The first time I met my Chartered Financial Planner I knew I was in safe hands. His considered care of my investments suits me so well, just what I had asked for, his knowledge of financial planning second to none and I have no hesitation in recommending Francis Clark. Financial Planning.”
Gillian Macdonald
“All the team I interface with are very professional people who get things done and communicate with me very quickly.”
Client Survey Response
All-round expertise; one joined-up approach
It’s unlikely that your financial plans are happening in isolation. You might be selling a business, buying property overseas, thinking about inheritance tax, or something else altogether.
Working closely with our colleagues at PKF Francis Clark, we have all-round expertise close at hand. So you can tap into specialist support, without the back-and-forth between several firms. For instance, we can call upon:
Corporate finance
One of the region’s most active dealmaking teams, with specialist support for accessing funding and finance.
Inheritance tax planning
Preserving your wealth for future generations, while allowing them to develop their own financial instincts and skills.
International and marine VAT
Full-time specialists, navigating the complex web of international clearances and reciprocal tax agreements.
Chartered, qualified, and experienced
For more than a decade, we’ve been Chartered financial planners – demonstrating our commitment to professionalism, integrity, and quality.
Put us to the test
Ultimately, a great relationship with your financial planner has something intangible you can only judge in a conversation. Please feel free to get in touch, and see how we fit.