Our people

“I have worked in financial services 13 years and I’ve found that many advisory firms are loud and highly pressured with unmanageable deadlines. It was clear that Francis Clark Financial Planning is different, and everyone is considered equal and treated with respect. Now that I’m here there is no doubt in my mind that I have made the right decision to join Francis Clark Financial Planning.”

“I’m on track to qualify as an accountant. I’m really progressing and taking on new responsibilities. It’s amazing. There is this idea that accountants are boring or like robots, but that’s not true. Everyone is so friendly and positive and there’s loads of energy in my team! I’m the loud one and they support me and let me be me. They value me for being ‘people person’ able to build positive relationships. I love it here.”

“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.”

I call my team “the A team” because they are the best. We are very supportive of one another. I feel lucky to be in this team.

“You can go to anyone with questions, or ask our in-house experts about specific queries around tax and VAT. I’m now enjoying learning about the advisory side of accounts and how to build strong client relationships. I’m getting great experience across a very wide range of clients.”

“I get a lot of freedom to just do my job. My team leader simply gives me a list of jobs to do and trusts me to do them. I’ve done lots of enjoyable work.”

“I get the chance to really get my teeth into some exciting bigger projects. For example I developed our podcast series. It’s been a steep learning curve, but I’ve loved creating them and meeting some brilliant and interesting people along the way.”

“Our group works very collaboratively, and I am given the freedom to manage my own workload and take on projects that challenge me. At the same time I can request help whenever I need it; managers are always happy to give advice on how to move forward and the wider team do an amazing job of supporting one another. As a team we check in with one another regularly, but not only about work stuff. People care about how you’re getting on personally and about your mental health and wellbeing.”

“I joined as a Manager, progressing to Senior Manager a year later and then to Director after another couple of years. I’m proud of that and I’m helping others in the team to develop and progress too. The team have a real can-do attitude, and they are so supportive; it’s a fantastic team to belong to.”

“I’ve done a range of things I am proud of here. I’ve organised events and conferences, helped write policies, transitioned to a role with a lot more responsibility and helped open our Bristol office. I now feel well established in my role – it’s as if the role is just right for me.”

“I feel I belong here due to the collaboration and inclusivity in my team. I get recognition for the work I do and lots of feedback. We care for each other; it’s easy to ask for help when you’re part of such a close team.”

“I really enjoy my job because of our fantastic client base. There are clients of all different types and sizes across a wide range of sectors. The variety of work I can get involved in is second to none.”