Francis Clark Financial Planning
Francis Clark Financial Planning in Salisbury provides financial advice to individuals, businesses, and trusts, focusing on long-term financial plans. The team collaborates with business advisers and accountants to offer a service for clients seeking financial and accounting advice.
- Wealth management
- Investment planning
- Retirement planning
- Inheritance tax planning
- Divorce financial planning
- Lifetime financial planning
- Business protection insurance
- Personal protection insurance
- Financial planning for care fees
Locations
Competitors
Perspective Financial Group Ltd is a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.
Lazenby's Financial Services is an independent financial advisory firm based in Leeds, dedicated to providing tailored financial planning and investment management solutions.
Company Details
Francis Clark Financial Planning is operated by Francis Clark Financial Planning Limited and is a Active company incorporated on 5 April 2005 with the registered office located in Torquay, Devon. Francis Clark Financial Planning Limited was registered 20 years ago.
Status
Active
Size
Unreported
Directors
5
Age
20 years old
Employees
70
Turnover
Unreported
Total Assets
£1.67M
Cash in Bank
£1.34M
Total Liabilities
-£824.37K
Teams
46
39
18
14
2
2
4
Executive Director • Joined Oct 2002
Managing Director And Partner • Joined Nov 2022
Partner • Joined Mar 1985
Director, Head Of Client Experience • Joined Apr 2023
Technical Business Partner • Joined Sep 2023
Compliance Director • Joined Sep 2019
Managing Director • Joined Feb 2002
Head Of Paraplanning • Joined Aug 2019
Compliance Supervision Manager • Joined Oct 2023
Client Liaison Manager
Executive Director • Joined Oct 2002
Managing Director And Partner • Joined Nov 2022
Partner • Joined Mar 1985
Technical Business Partner • Joined Sep 2023
Compliance Manager • Joined May 2014
Managing Director • Joined Feb 2002
Head Of Paraplanning • Joined Aug 2019
Head Of Financial Planning • Joined Jan 2023
Head Of Technical Support • Joined Jan 2023
Head Of Central Operations • Joined Aug 2014
Client Liaison Manager
Client Liaison • Joined Jun 2016
Client Liason • Joined Nov 2010
Client Liaison • Joined Apr 2022
Business Support • Joined Aug 2024
Client Liaison • Joined Mar 2019
Business Support • Joined Jun 2022
Client Liaison • Joined Jan 2017
Client Liaison • Joined Oct 2017
Client Liaison • Joined Jul 2022
Partner • Joined Mar 1985
Compliance Director • Joined Sep 2019
Technical Business Partner • Joined Sep 2023
Work Experience • Joined Mar 2015
Head Of Paraplanning • Joined Aug 2019
Director & Chartered Financial Planner • Joined Jul 2018
Senior Financial Planner • Joined Feb 2019
Paraplanner • Joined Jun 2023
Independent Financial Advisor • Joined Aug 2022
Financial Planner • Joined Jan 2020
Paraplanner • Joined Jan 2022
Chartered Financial Planner • Joined Oct 2016
Chartered Financial Planner • Joined Oct 2022
Paraplanner • Joined Aug 2013
Director, Head Of Client Experience • Joined Apr 2023
Compliance Supervision Manager • Joined Oct 2023
Head Of West Region & Chartered Financial Planner • Joined Oct 2014
Chartered Financial Planner And Pensions Specialist At PKF Francis Clark • Joined Dec 2017
View 46 members