FRANCIS CLARK FINANCIAL PLANNING LIMITED
aka Francis Clark Financial Planning, FRANCIS CLARK FINANCIAL PLANNING LIMITED
About
Chartered financial planners in Exeter, we can help you to achieve your current and long term financial goals.
Source: fcfp.co.uk/locations/financial-planners-in-exeterContact & Location
Specialisms
Regulatory Information
- FRN
- 433591
- Status
- Authorised
- Date Authorised
- 1 December 2005
- Years Authorised
- 20 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05413603
- Company Status
- Active
- Incorporation Date
- 5 April 2005
- Directors
- 5
- Accounts Category
- Small
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190
Team (20)
Nicola Jane Mitchell
ApprovedCharlotte Elise Taylor-St.Ruth
ApprovedJames Andrew Phillips
ApprovedCertifiedChristopher James Reah
ApprovedCertifiedRichard Edward Bambrough
ApprovedCertifiedAimee-Louise Linda Raymond
CertifiedMatthew James Garnett
CertifiedKevin Stoyle
CertifiedPhillip Johns
CertifiedMatthew James Trenaman
CertifiedChristopher Levi Revill
CertifiedAndrew Nicholas Kirk
CertifiedKathryn Sarah Stephen
CertifiedMatthew Swan
CertifiedMartin John Vickery
CertifiedLyndon Paul Massey
CertifiedCarl John Tremlin
CertifiedDaniel Marchant
CertifiedMichael John Furniss
CertifiedRuby Craven
Certified
Google Reviews
7 reviews on Google
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Quick Facts
- Exeter, South West
- 20 years FCA-authorised
- 20 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 05413603
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.