Francis Clark Financial Planning Exeter - Exeter

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Francis Clark Financial Planning Exeter is a reputable financial consultancy service located in Exeter, United Kingdom. Situated at the Centenary House Peninsula Park, Rydon Ln, Exeter EX2 7XE, the company offers a wide range of financial planning solutions, including financial consulting and financial planning services. The company is known for its expertise in wealth management, retirement planning, and tax-efficient investment solutions.

Especialidades y servicios

• Financial consultant: Provides personalized financial advice to help clients make informed decisions about their finances.
• Financial planner: Helps individuals create a comprehensive financial plan to achieve their long-term financial goals.

Ubicación e instalaciones

Francis Clark Financial Planning Exeter is located in a convenient and accessible location. The facility is equipped with a wheelchair-accessible car park and entrance, ensuring that all clients can access the services without difficulty. The facility also has a wheelchair-accessible toilet available for use.

Información recomendada y opiniones

It is recommended to book an appointment before visiting the facility, as appointments are highly recommended. This ensures that clients receive undivided attention from their financial consultants, allowing for a more personalized and productive consultation.

The company has received 7 reviews on Google My Business, with an average rating of 3.9/5. Clients have praised the company for its expertise, professionalism, and personalized approach to financial planning.

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"summary": "Francis Clark Financial Planning Exeter offers financial consulting and planning services in Exeter, UK. They provide personalized advice and have wheelchair-accessible facilities.",
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👍 Reviews of Francis Clark Financial Planning Exeter

Tom

1/5

Following a period working abroad whilst a UK tax resident, I engaged Francis Clark for two consecutive years of self-assessment tax returns, working with Karen and her team.

In the first year, despite submitting my documents months in advance and providing multiple nudges, I did not receive my tax return for review until after working hours the day before submission. It had numerous errors and omissions, and the time it took to resolve this nearly led me to miss my tax deadline. In the second year, I received incorrect instructions that resulted in HMRC chasing me for additional tax that I did not owe. Francis Clark denied they were to blame and charged me for the time they spent fixing their own mistakes. Following countless hours accumulating evidence with HMRC, I was finally able to get a refund from Francis Clark after submitting a formal complaint and threatening to go to the financial ombudsman. At least, I was able to get a refund eventually - they couldn’t even manage to be competent in this, as their first cheque bounced due to a further administrative error.

I have put so many hours into battling against Francis Clark’s incompetence, I wish I had just dealt with my affairs directly and saved thousands of pounds. In my experience, they can’t even write a cheque, let alone complete a tax self-assessment – and they will try and charge you for their own failures to boot. My case should have been incredibly simple for self-alleged international tax experts. I leave the reader to judge whether they wish to trust them with anything more complex.

James T.

1/5

An amazing level of poor service in this day and age.

Michael J.

5/5

Highly professional and knowledgeable expertise.

Stan B.

5/5

M S.

5/5

dave R.

5/5

Alison C.

5/5