Francis Clark strengthens its team in Exeter and the SW

Francis Clark Financial Planning has recruited five new personnel to strengthen the Financial Services team, providing superior advice and support to private clients and firms throughout the South West.

Paul Greet joined FCFP as an Auto-Enrolment Consultant from JLT (Jardine Lloyd Thompson) in Exeter, where he worked for ten years in various client facing roles from developing occupational pension schemes through to administrative services.

Paul said “I’m delighted to be offered the opportunity to work for a leading local Financial Planning company who offer the highest standard of service to their clients. Working in the rapidly expanding Auto-Enrolment arena provides an exciting opportunity to offer a key service to our expanding clients and one that will attract new clients too”.

Mark Tweedie has joined Francis Clark Financial Planning as a Senior Paraplanner, providing technical support and research to Advisers, having spent five years in a similar role for local firm, RK Shipman. Prior to that, he spent time in London and was responsible for a commodity trading team with a global investment bank. Mark has a Masters degree in Financial Investment and is working towards the Chartered Financial Planner qualification.

Rachel Allen joined the business as a Chartered Financial Planner from the Exeter firm, Thomas Westcott. After graduating with an English Literature degree in 2005, Rachel began her working career in Private Banking in London before moving back to Exeter in 2012, where she broadened her knowledge and experience working in technical services for accountancy based financial planning teams. In addition, she has also provided Automatic Enrolment advice and support to business owners throughout Devon.

Rachel is a Fellow of the Personal Finance Society. She also holds the CFA UK Investment Management Certificate (IMC).

Ben Nurse has been recruited as a Paraplanner and is based in the Truro office. After graduating with a Law degree in 2010, Ben has been working for a local independent financial adviser firm in the Bodmin area. Ben said “I am delighted to have been given the opportunity to work for Francis Clark, it is clear there is a great team ethos and a focus on ensuring we provide the best and most effective solutions for our clients.”

The final recruit to the team is Natalie Korzeniewski in Client Liaison; Natalie has over ten years’ experience in the banking sector, working for organisations such as RBS, Nat West and Lombard Asset Finance.

Gary Quick, Marketing Director of Francis Clark Financial Planning, stated: “Our focus is on employing the best candidates who can provide excellent advice and superior service to our clients on a range of financial matters across the South West.”

Pictured left to right: Ben Nurse, Mark Tweedie, Rachel Allen and Paul Greet