Andrew Kirk

About

Hi, I’m Andrew Kirk. I’m an associate director and Chartered financial planner at Francis Clark Financial Planning. I have 22 years’ experience across the bancassurance and IFA sectors, and I’m committed to delivering tailored financial solutions and building long-term client relationships. I help clients understand their financial position and create achievable plans based on their objectives. My clients benefit from cashflow planning as part of the process, helping them see clearly how they can use their wealth to achieve their goals. I enjoy all areas of financial planning, with a particular interest in helping clients purchase commercial properties within their pensions. I also work closely with my professional connections to help clients facilitate purchases of land and property for their businesses. Alongside looking after my clients day to day, I lead the team in Truro and sit on the Investment Management Committee. I consider myself friendly, approachable and driven, and I enjoy seeing those around me succeed in whatever they are trying to achieve. Outside work, I love spending time with my family and being on the golf course. In 2002, the board of Francis Clark had a realisation. The traditional back-and-forth between separate accountants and financial advisers serves no-one. So they founded a new company, giving clients a more joined-up approach – and Francis Clark Financial Planning was born. Our clients loved the idea, and the subsidiary company grew and grew. What started as a team of four in Newton Abbot has become a 60-strong, Chartered financial planning team, in nine locations across the south and west of England. The premise is simple. Getting your financial planning and tax advice in one place gives you a single, coherent view of your finances. Your plans are considered from every angle, and we’ll happily work in partnership with your legal advisors. No repeating yourself, no miscommunication. And we can be certain you’ll get the same high standards of customer service, every time. It also means we’re free to do things differently. For instance, we build long-term relationships, so we can take a lifetime financial planning approach. Forecasting and optimising your whole future, not just selling investment products. And we keep our investment committee separate – so your financial planner is only focused on you. From our first conversation, we think you’ll understand why it works so well.