Thursday, June 8, 2023
HomeFinancial PlanningFrancis Clark hires senior Planner from Coutts

Francis Clark hires senior Planner from Coutts

South West-based Francis Clark Financial Planning has appointed Lyndon Massey as a senior Financial Planner.

Exeter-based Mr Massey joins from Coutts where he was a director.

He 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 Financial Planning.

Mr Massey 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.”

He will focus on wealth management, including complex Financial Planning for high net worth individuals.

His arrival takes the total number of Financial Planners at Francis Clark to 17.

Chris Reah, managing director of Francis Clark Financial Planning, said the firm continues to look for more Financial Planners to join the team.

He said: “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.”

Francis Clark Financial Planning is wholly owned by chartered accountants and business advisers PKF Francis Clark.

With offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Taunton, Torquay and Truro, Francis Clark provides bespoke services including investment, retirement and inheritance tax planning, personal and business protection, employee benefits and workplace pensions.



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