James

Chartered Financial Planner

“I’d heard how much Francis Clark Financial Planning really cares for its clients and employees. That’s definitely been borne out in the four years I’ve been here – that care resonates throughout our business.”

“Our culture is all about the client and this drives all decisions from the top to the bottom of our business. We start with a blank piece of paper each time we meet a new prospective client and take the time to fully understand what they want and need.

I previously worked elsewhere as a Financial Planning Director and I’d heard how much Francis Clark Financial Planning really cares for its clients and employees. That’s definitely been borne out in the four years I’ve been here – that care resonates throughout our business.

This is a great place to work because everyone can make a difference. Everyone’s ideas can be listened to and if something is going to be a win for our clients and a win for our firm, we can implement it quickly. There aren’t layers and layers of decision makers getting in the way!”