Key facts
- Notable investors include Söderberg & Partners.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Francis Clark Financial Planning
- ·The full record, as it builds
Funding rounds
No funding rounds for Francis Clark Financial Planning are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Francis Clark Financial Planning
Provider of personalized financial planning services catering to individuals and businesses. The company offers comprehensive financial planning services, including investment management, retirement planning, and estate planning, alongside tax and accounting advice from associated specialists, enabling clients to make informed decisions and build a secure financial future.
- Sector
- Financial Services
- HQ
- Torquay, United Kingdom
- Founded
- 2002
- Employees
- 65
- Website
- fcfp.co.uk/
- Ownership
- Privately Held (backing)
Francis Clark Financial Planning doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Francis Clark Financial Planning shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Francis Clark Financial Planning in its N-PORT filings yet. We sweep new filings monthly.