Francis Clark Financial Planning

Financial Services • Exeter, England, United Kingdom • 51-100 Employees

Company overview

Headquarters	Vantage Point, Woodwater Park, Pynes Hill, Exeter, EX2 5FD, GB
Phone number	+18008321785
Website	fcfp.co.uk
NAICS	52
Keywords	Investments, Retirement Planning, Financial Planning, Protection
Founded	2002
Employees	51-100
Socials

Key Contacts at Francis Clark Financial Planning

Christopher Reah

Managing Director And Partner

Charlotte Taylor

Director, Head Of Client Experience

Richard Bambrough

Compliance Director

Margaret Casserly

Personal Assistant To Managing Director

Colin Evans

Executive Director

Francis Clark Financial Planning Email Formats

Francis Clark Financial Planning uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@francisclark.co.uk), used 100% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@francisclark.co.uk	100%

About Francis Clark Financial Planning

Our financial planners have over 200 years’ worth of combined experience in advising our private and business clients with clear, expert, and relevant independent financial planning advice. We help our clients to create, keep and grow their wealth. As an independent financial planning firm you can be reassured that the advice you receive from us is truly independent and is not restricted to a limited number of product providers or solutions. As such, we focus on building an overall plan that is bespoke to you and focused only on achieving the best results for you. Teaming up with our colleagues at PKF Francis Clark, we can offer you truly holistic advice including tax planning, estate and succession planning and business advice, alongside the financial planning services you’d expect. Our firm has held the coveted Chartered Financial Planning Firm status for over 10 years and therefore we are publicly committed to a customer-first approach and values that align with a professional Code of Ethics. Francis Clark Financial Planning employs more than 60 staff across offices in Exeter, Plymouth, Salisbury, Taunton, Poole, Torquay, Truro and Bristol.

Francis Clark Financial Planning revenue & valuation

Annual revenue	$4,534,415
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$14,600,000
Total funding	No funding

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Head

Senior

Employees by Department

Francis Clark Financial Planning has 22 employees across 5 departments.

Departments

Number of employees

Funding Data

Francis Clark Financial Planning has never raised funding before.

Francis Clark Financial Planning Tech Stack

Discover the technologies and tools that power Francis Clark Financial Planning's digital infrastructure, from frameworks to analytics platforms.

Cloudflare Bot Management

Security

Gravity Forms

Form builders

WP Rocket

Caching

PWA

Miscellaneous

Swiper

JavaScript libraries

Cloudflare

CDN

Yoast SEO Premium

SEO

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Yoast SEO

SEO

Frequently asked questions

Francis Clark Financial Planning is located in Exeter, England, GB.

You can reach Francis Clark Financial Planning at +18008321785.

Francis Clark Financial Planning was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Francis Clark Financial Planning has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.