Francis Clark Financial Planning

We are looking for an ambitious individual to join our Financial Planning team in Exeter as a IFA client support! If you’re looking for a role that combines responsibility, growth, and satisfaction - this is the opportunity for you! You will play a crucial role in supporting our Financial Planners, building relationships with clients, and delivering exceptional service. Find out more and apply here: https://lnkd.in/eyfRr75c #financialplanning #Exeter #IFA #financialplanners #clientsupport #recruitment #jobs #SouthWestRecruitment #FrancisClarkLife #financialadvice #finance #jobsinfinance

This afternoon (7 November 2024), the Bank of England (BoE) made the decision to cut rates by 0.25% down to 4.75%. The rate cut is within expectations for markets, coming off a decision to hold at the last meeting in September. Following this month’s rate cut, the BoE has signalled it’s unlikely we will see further movements this year as forecasts suggest Rachel Reeves’ budget would increase inflationary pressure on the UK economy. Our Head of investments, Mashud Rahman, Chartered MCSI explains more in his latest blog, which you can read here: https://lnkd.in/eVEWsh34 #bankofengland #rates #interestrates #markets #investments #financialplanning #investing #budget #autumnbudget

On Wednesday 6th November 2024 Donald J Trump become the 47th President elect of the United States of America. US stock markets took the news very well, the S&P 500 closed up 2.53%. NASDAQ up 3.57% and the Russel 2000 up 5.84%. Alongside positive market growth, a Trump presidency is expected to be inflationary. Our Head of investments, Mashud Rahman, Chartered MCSI shares his thoughts on what this could mean for the markets, following yesterday's election. Read the full blog here: https://lnkd.in/euXsJZKt #USElection #Investments #USpresident #Trump #investing #stockmarket #marketinvestments #markets

You may notice something a bit different about us! We’re excited to reveal our revamped logo and brand, which better reflects who we are, our culture, the brand experience we provide to our clients and our values. To find out more about why we’ve rebranded, please visit https://lnkd.in/eNXJH9xd #rebrand #branding #newlook #financialplanning #FrancisClarkLife

Following yesterday’s Autumn Budget our Head of investments, Mashud Rahman, Chartered MCSI has shared his thoughts. “Rachel Reeve’s Autumn Budget, while being significant for those of us who are resident in the UK, had limited impact on global markets. The UK based FTSE All share spent most of the day flat, finishing 0.82% down for the day. However, following on from the Chancellor’s announcements on the change in tax relief on AIM listed shares, the FTSE AIM market had a very different reaction. Following the announcement, the FTSE AIM 100 jumped up 4% and held these higher levels to finish the day up 4.31%*. Bond markets didn’t react quite so well on the other hand. The announcement of increased levels of government borrowing caused gilt yields to rise, 10 year gilts up to 4.52%, and the two year yield to 4.53%*. Thursday (31 October) witnessed a sell off in gilt markets as they adjust to the news. The heightened yields and fall in bond prices suggest that markets may begin to price in a slower rate of interest rate cuts than was expected. This means it may take a little longer for us to see interest rates come down to target levels, although much remains uncertain at this stage. The Pound dipped for a while in the lead up to and shortly after the Budget. However, it has since rebounded. The main concern for markets remains in the gilt yields. At Francis Clark financial planning, we continue to maintain a global view towards investment management and continue highlight the importance of maintaining a well diversified portfolio, to provide the greatest chance to weather all types of market conditions.” Our in-house experts have shared their view on the budget here https://lnkd.in/e2iTwJTW *Source: Financial Times #autumnbudget #investments #financialplanning #financialportfolios #budget #chancellor

Today, Chancellor Rachel Reeves presented her first Budget to update the public on the state of the UK economy, whilst announcing plans for the upcoming year. The Government plans to include pensions in estates for inheritance tax (IHT) from April 2027. This change is controversial and could significantly increase the tax burden on many estates, especially affecting unmarried couples. In his latest blog, our Senior chartered financial planner, Lyndon Massey explains what this means, what are the remedies, and what happens next. You can read his full blog here: https://lnkd.in/e-zGyWui #autumnbudget #pensions #chancellor #inheritancetax #financialplanning #financialplanner #tax

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