Senior hire strengthens Francis Clark Financial Planning

Francis Clark Financial Planning has strengthened its team with the appointment of senior financial planner Lyndon Massey.

Massey joins from Coutts and is a chartered member and fellow of the Chartered Insurance Institute and the Chartered Institute for Securities & Investment. He started his career in banking and gained experience looking after corporate and trustee pensions before moving into personal wealth planning.

He said: “Belonging to an independent, unbiased organisation matters now more than ever when advising and acting for clients in this ever-changing financial landscape, and I believe Francis Clark Financial Planning is uniquely placed in scale and ambition to enable me to provide clients with the excellent service they deserve and to meet their complex advice needs comprehensively. I am excited to be part of this long-established team and to help clients achieve the financial outcomes that most matter to them.”

Massey has 25 years experience in financial planning and his arrival brings the total number of financial planners at Francis Clark Financial Planning to 17. Based in Exeter, his focus is on wealth management, including complex financial planning for high net worth individuals.

Managing director Chris Reah said: “I am thrilled to welcome Lyndon to Francis Clark Financial Planning. Advisors with his experience and ability are increasingly rare in the advisor market and Lyndon will play a crucial role in developing our client proposition as we redesign how we serve our clients.

“There are so many opportunities in the marketplace now to provide great independent financial advice to clients, and recruiting highly proficient advisors is the key to unlocking this. I look forward to announcing further hires of this quality as we enter a really exciting period both for our clients and for the team.”

Click here to sign up to receive our new South West business news...