South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.

He joins from Investec where he was a Financial Planning director.

He has over 25 years of experience in wealth management and is a fellow of the Chartered Insurance Institute and Chartered Institute for Securities and Investments.

He also holds the STEP Certificate for Financial Services in Trusts and Estate Planning.

Established in 2002, Francis Clark is a Chartered Financial Planning firm. The firm has offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Taunton, Torquay and Truro.

Mr Tremlin said: “I am absolutely delighted to be joining such a talented team of independent financial planners. Francis Clark Financial Planning is undoubtedly one of the UK’s premier Chartered Financial Planning firms and has always prided itself on providing both private and business clients with clear, specialist and appropriate advice. I am genuinely excited for the future and to play my part.”

Mr Tremlin is one of a number of recent hires for Francis Clark. Other recent hires include new managing director Chris Reah and senior Financial Planner Lyndon Massey 

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

Francis Clark provides bespoke services including investment, retirement and inheritance tax planning, personal and business protection, employee benefits and workplace pensions.