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

Francis Clark Financial Planning

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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.

18/06/2026

Meet Mark Tweedie, Head of Technical Support at Francis Clark Financial Planning.

Mark works closely with our financial planners and external providers to ensure we have the right solutions available for clients. He also sits on our Investment Management Committee.

With more than 25 years of experience in financial services, Mark has developed specialist knowledge in retirement planning, cashflow modelling and trusts, helping support some of the firm's more complex planning cases.

Outside of work, you'll often find him on a paddleboard or surfboard, watching live sport, or practising the guitar.

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

16/06/2026

What does becoming a B Corp™ actually mean in practice?

For us, it’s about making sure that how we do business has a positive impact on our people, clients, communities and the environment.

Over the past few years, our B Corp journey has encouraged us to challenge ourselves and make important changes across the firm, including:

✔️ Expanding wellbeing support for our people

✔️ Investing in learning and development across the business

✔️ Accelerating our commitment to achieving carbon net zero by 2035

✔️ Increasing our support for local communities through volunteering and charitable giving

✔️ Embedding environmental, social and governance (ESG) considerations into decision-making

Click the link in the comments below to read the full blog 👇

12/06/2026

Artificial Intelligence is becoming part of everyday life, but how is it being used in financial planning?

At Francis Clark Financial Planning, we're using carefully selected AI tools to help reduce administration, improve efficiency and give our advisers more time to focus on what matters most, our clients.

For example, AI can help create detailed records of client meetings, allowing financial planners to spend more time listening, understanding and supporting their clients.

Importantly, technology supports our work, but people remain at the centre of every recommendation and every conversation.

Click the link in the comments below to learn more 👇

10/06/2026

Thank you to everyone who has taken the time to leave us a review on VouchedFor.

Thank you to everyone who has taken the time to leave us a review on VouchedFor.

We're proud that so many clients have highlighted the things we strive for every day: clear advice, personal service and support they can trust.

Take a look through the reviews below to see some of the feedback we've received recently.

Your feedback helps us continue improving and delivering the service our clients value most.

Thank you for your continued trust and support 🙌

05/06/2026

Helping clients make the most of their wealth and plan confidently for the future.

Meet Lyndon Massey, Associate Director at Francis Clark Financial Planning.

Lyndon started his career in banking before focusing on financial planning in 1999. He has experience across pensions, wealth management and financial planning, and is both a Fellow of the CII and a Chartered Fellow of the CISI.

He works closely with high net-worth individuals and families, helping them understand the purpose of their wealth and build plans that support their long-term goals. Many of Lyndon’s clients are business owners moving into the next phase of life, where his experience and specialist knowledge can provide valuable support.

Outside of work, Lyndon enjoys cross-country running, living near the coast, and supporting a local charity as a trustee. He is married with a son and two daughters.

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

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 👇

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 👇

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.

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 👇

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 👇

Address

Exeter
EX27XE

Opening Hours

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

Website

https://www.pkf-francisclark.co.uk/services/financial-planning/

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