Francis Clark Financial Planning

Francis Clark Financial Planning Chartered Financial Planners in Bristol, Exeter, Poole, Plymouth, Salisbury, Taunton, Torquay & Truro

Francis Clark Financial Planning adopts the same core values as our parent firm which is based on delivering a high professional standard of client service. We pride ourselves on the long-term relationship we form with our clients and recognise that to build this relationship we must deliver on promises. We must also be available to help with expert guidance as and when changes have an impact on p

resent and future financial plans. Please call us if you have any business or financial requirements.

Financial planning often becomes most important during major life changes.Moments like:✔️ Selling a business✔️ Approachi...
03/06/2026

Financial planning often becomes most important during major life changes.

Moments like:

✔️ Selling a business
✔️ Approaching retirement
✔️ Receiving an inheritance
✔️ Supporting family financially
✔️ Navigating a big life transition

These situations can bring important financial decisions, and it’s not always easy to know the right next step.

Having a clear financial plan can help you understand your options and feel more confident about the future.

Click the link in the comments below to get in touch 👇

Thinking about accessing your pension?Before making any decisions, it’s important to consider how it could affect your w...
28/05/2026

Thinking about accessing your pension?

Before making any decisions, it’s important to consider how it could affect your wider financial plans.

Here are three key things to think about:

✔️ How pension withdrawals fit into your overall financial plan
✔️ The potential income tax implications
✔️ Whether accessing your pension could affect future pension contributions

A clear plan can help you make the most of your options while avoiding unintended consequences.

Click the link in the comments below to find out more 👇

Last Thursday, members of the Francis Clark Financial Planning team attended the Belfry Classic Golf Day, which raised o...
26/05/2026

Last Thursday, members of the Francis Clark Financial Planning team attended the Belfry Classic Golf Day, which raised over £100,000 for the Motor Neurone Disease (MND) Association and Hospitality Action.

It was a brilliant event supporting a fantastic charity and raising awareness for a cause that means a great deal to many people.

The event also followed on from the recent fundraising efforts of our Managing Director, Chris Reah, who completed three marathons in support of the MND Association.

Well done to everyone involved in making the day such a success.

Many people avoid investing because they think:✔️ It’s only for wealthy people✔️ You need expert financial knowledge✔️ I...
22/05/2026

Many people avoid investing because they think:

✔️ It’s only for wealthy people
✔️ You need expert financial knowledge
✔️ It’s simply too risky

But these common myths can sometimes stop people from growing their retirement savings over the long term.

Investing can often start with small, regular amounts, and with the right support, it doesn’t have to feel overwhelming.

The important thing is understanding what approach is right for you and your future goals.

Click the link in the comments below to find out more 👇

Supporting clients to plan for a confident retirement.Meet Kevin Stoyle, Senior Financial Planner at Francis Clark Finan...
21/05/2026

Supporting clients to plan for a confident retirement.

Meet Kevin Stoyle, Senior Financial Planner at Francis Clark Financial Planning.

Kevin joined the team in 2004 as a trainee paraplanner and is now based in our Torquay office. He became a Chartered Financial Planner in 2014.

He advises clients on retirement planning, protection and long-term investments, with a particular focus on helping people make the most of their retirement. Kevin enjoys guiding clients through the increasing options and complexity, helping them build plans that are tailored to their needs.

Outside of work, Kevin has two children and enjoys running (one marathon is enough!), playing padel, supporting Torquay United, and walking along the South West Coast Path.

Click the link in the comments below to find out more 👇

We’re delighted to share that members of the Francis Clark Financial Planning team have been nominated for the Women in ...
15/05/2026

We’re delighted to share that members of the Francis Clark Financial Planning team have been nominated for the Women in Finance Awards 🎉

Congratulations to:

🌟 Michelle Willcock - Financial Adviser of the Year, South West
🌟 Ruby Craven - Financial Adviser of the Year, South West
🌟 Kate Stephen - Financial Adviser of the Year, South West
🌟 Nicola Mitchell - Role Model of the Year
🌟 Lizzie Hammet - Team Leader of the Year
🌟 Francis Clark Financial Planning - Contribution to Gender Diversity (Advisory)

We’re incredibly proud to see so many colleagues recognised for their hard work, professionalism and contribution to the business.

Good luck to everyone nominated!

Retiring earlier than planned can happen for lots of reasons.But if it does, it’s important to understand what it means ...
14/05/2026

Retiring earlier than planned can happen for lots of reasons.

But if it does, it’s important to understand what it means for your finances.

Would your pension still be enough?

If not, there are steps you can take to plan ahead and stay in control:

✔️ Identify any shortfalls early
✔️ Review your plans and priorities
✔️ Understand your expected income
✔️ Get a clear picture of your finances

Click the link in the comments below to download our guide: 5 essential steps to plan for a pension shortfall if you want to retire early 👇

Many parents want to help their children financially, even as adults.But it’s important to make sure that support doesn’...
07/05/2026

Many parents want to help their children financially, even as adults.

But it’s important to make sure that support doesn’t affect your own long-term plans.

Here are a few ways to help while staying on track:

✔️ Share your knowledge and experience
✔️ Use tax-efficient gifting where possible
✔️ Know what you can afford before giving
✔️ Consider support that isn’t cash (like a place to stay)

With a bit of planning, you can support your family and still feel confident about your future.

Click the link in the comments below to learn more 👇

If your business depends on certain people, it’s worth thinking about what would happen if they were no longer there.𝗪𝗼𝘂...
05/05/2026

If your business depends on certain people, it’s worth thinking about what would happen if they were no longer there.

𝗪𝗼𝘂𝗹𝗱 𝘆𝗼𝘂 𝗯𝗲 𝗮𝗯𝗹𝗲 𝘁𝗼 𝗸𝗲𝗲𝗽 𝘁𝗵𝗶𝗻𝗴𝘀 𝗿𝘂𝗻𝗻𝗶𝗻𝗴 𝗮𝘀 𝗻𝗼𝗿𝗺𝗮𝗹?

Business protection insurance can help give you time, support and financial stability if the unexpected happens.

Some things to consider:

✔️ Could your business continue without key people?
✔️ Would client relationships or income be affected?
✔️ Could you repay any outstanding loans?
✔️ Who would take control of the business?

Taking time to review your position now can help protect your plans for the future.

Click the link in the comments below to learn more 👇

A strategic approach to helping clients take control of their finances.Meet Kate Stephen, Financial Planner at Francis C...
01/05/2026

A strategic approach to helping clients take control of their finances.

Meet Kate Stephen, Financial Planner at Francis Clark Financial Planning.

Kate joined us in 2022 and is based in our Truro office. She started her career in financial services in 2004 and qualified as a Chartered Management Accountant, before moving into financial planning and becoming a Chartered Financial Planner.

Kate advises on all areas of financial planning and enjoys helping clients understand their finances and feel more in control of their future. She has a particular interest in inheritance tax planning and investments, supported by her previous experience in investment management.

After working in London and Sydney, Kate returned to Cornwall with her family. She enjoys spending time at the beach, keeping active, supporting her children’s sports, and travelling, especially camping trips in France and Spain.

Find out more by clicking the link in the comments below 👇

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Exeter
EX27XE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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