New partner at merged firm

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Francis Clark has appointed Alan Turner as partner in the firm following its recent merger with Winter Rule in Truro.

Alan Turner

Turner, who is managing director of Winter Rule Financial Planning, becomes a partner based in the Truro office.

He will continue to manage Winter Rule Financial Planning, which is in the process of merging with Francis Clark Financial Planning, creating one of the biggest independent financial advisers in Cornwall and Devon.

Once that process is complete Turner will be joint managing director of the financial planning business, along with Exeter-based Mike Wilson.

Turner said: “After 15 years with the firm I’m delighted to become a partner of the accountancy side of the business and look forward to helping to lead the larger financial planning team.

“I will still be based in Truro so clients will see no difference other than having access to an even larger team of experts, with ten advisers across the business.”

 

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