Francis Clark Financial Planning

Our latest investment update for Q3 is here! The third quarter of 2024 continues in line with the rest of the year, boasting positive economic data, which in turn has translated to stable markets. In our latest video, our Head of Investments, Mashud Rahman, Chartered MCSI and Head of Client Experience, Charlotte Taylor-St Ruth FPFS 🏳️🌈 discuss: - Recent global market performance - An update on interest rate and inflation figures - The potential impact of geopolitical events on the portfolios - An update on our approach to tackle global markets Watch the full video here: https://lnkd.in/eXGNUsux #investments #financialplanning #economy #financialplanners #globalstockmarkets

Francis Clark Financial Planning are delighted to be listed in Financial Times Adviser's Top 100 Financial Advisers for 2024!   Our managing partner, Christopher Reah said: "We are honoured to be recognised in FT Adviser’s UK’s top 100 financial advisers list. This achievement is a testament to the dedication and expertise of our entire team, who consistently strive to provide exceptional service and innovative financial solutions to our clients.   "We remain committed to upholding the highest standards of excellence and integrity in all that we do. Thank you to our clients for their trust and support, and to FTAdviser for this esteemed recognition.”   Read more here: https://lnkd.in/e9u6Rs9z   #FTTop100 #financialadviser #FTTop100FinancialAdviser #financialplanning #recognition

Divorce is a life altering event that can be extremely stressful when considering the split of marital assets and parental responsibilities. In our latest blog, our chartered financial planner, Kate Stephen breaks down what you should consider financially when navigating divorce, focussing on: - Pensions - Employer benefits - Questions to ask yourself Read the full blog here: https://lnkd.in/e66sNKVS #divorce #divorceplanning #financialplanning #financialadviser #pensions

Last week our Poole team made use of their annual volunteering day by supporting fantastic local charity, Diverse Abilities. Diverse Abilities is Dorset’s disability charity supporting children and adults with profound physical and learning disabilities across the county. Our team helped with redecorating and gardening at one of their properties in Poole. A great effort by all! #francisclarklife #volunteering #financialplanning #Poole #Dorset

In the ever-evolving landscape of business, protecting your valuable assets is paramount. Whilst assets like property, equipment and cash are tangible, contributions of key members such as directors, shareholders and partners are invaluable and, in some instances, difficult to value. To protect your business against unforeseen events taking out insurance options, tailored to safeguard these individuals, is highly important. In our latest blog, our senior chartered financial planner, Matt Garnett FPFS shares the key insurance solutions available to ensure the longevity and stability of your business. Read the full blog here: https://lnkd.in/egznmydd #businessprotection #business #safeguarding #insurance #shareholderprotection #lifecover #financialadvice #financialplanning #financialplanner

Another great day of filming for our team with Preston Street Films. We have been creating a series of videos which will provide insight into various aspects of investing - what it means, what we do and how we can help. We aim to provide understanding for our clients and anyone who is looking to invest. This series of videos will give insight into: ▪️What equities are ▪️What is fixed income ▪️What is diversification and why it’s important for your investments ▪️The importance of viewing investment performance over the long term ▪️ The role of our Investment Management Committee Each video features our Head of Investments, Mashud Rahman, Chartered MCSI along with one of our Financial Planners - Andrew Kirk, Kevin Stoyle, Aimee Raymond, Ruby Craven DipPFS and Director, Charlotte Taylor-St Ruth FPFS 🏳️🌈 We look forward to revealing to you very soon. 🎥 #investing #investments #financialplanning #investmentmanagment #videos #educationvideos #financialadvice #financialplanner

This week we hosted an event at Knightor Winery in St Austell. The afternoon provided an update from Tax Director, Steve York on what might be announced in the budget next month and how best to prepare for it. We were also joined by Benjamin Cooper UK Head of Adviser Sales and relationships, at SEI who delivered a brilliant presentation on behaviour finances. A wine tour and tasting along with canapés was also enjoyed. Thanks to all those who joined us. #financialplanning #tax #cornwall #behaviourfinance #investments #budget #fianancialservices #financialplanners

Last week our team visited investment manager SEI at their London office. The purpose of our visit was to film a series of videos that will showcase our relationship and how we work together with SEI to manage our clients' portfolios. The videos will allow our clients to understand what goes on behind the scenes. We look forward to launching our new video series very soon. 🎥 #investing #investmentmanager #financialplanning #videos

Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is essential to creating a secure future for your loved ones, but understanding what cover you may need can be confusing. In our latest issue of our smart money newsletter, we take a look at how to secure a future for you and your loved ones, including how making the right decisions today could boost your retirement pot and make the future a whole lot brighter. Other topics in this issue include: 🔴Ways to reduce your capital gains tax 🔴Investing a lump sum 🔴Placing assets into a trust 🔴The importance of drafting a will Read the full newsletter by clicking the link in the comments below. #Financialplanning #newsletter #financialstability #financialplanners #captialgainstax #trusts #assets #wills

Our latest investment update for Q2 is now available! The second quarter of 2024 has followed on from the first, continued positive economic data has fuelled strong growth within global markets. In our latest video, our Head of Investments, Mashud Rahman, Chartered MCSI and Head of Client Experience Charlotte Taylor-St Ruth FPFS 🏳️🌈 discuss: - Recent global market performance - An update on economic data and the impact it has on markets - The impact of recent elections on portfolios - Our approach to tackle upcoming market conditions Watch the full video here: https://lnkd.in/e7_RJmK3 #investments #financialplanning #economy #financialplanners #globalstockmarkets