Our People

FiveWays Financial Planning was founded by a team of experienced advisers with various backgrounds and skills. By combining our expertise, we have designed an advisory business operating to the highest standards while offering services at reasonable cost.

Our name reflects the five core fields of financial planning: saving, borrowing, protection, investment and taxation.

Our business is owned by its founder directors, who are personally involved in strategy and management.

We work closely with several firms of local solicitors, especially on trusts and Inheritance Tax planning.

FiveWays Financial Planning advisers are members of the Personal Finance Society, part of the Chartered Insurance Institute and the UK’s largest professional body for authorised financial advisers.

The Financial Conduct Authority does not regulate tax advice or trusts.

Meet the team

Jim Bloodworth

Jim Bloodworth

APFS, Director

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Ian Evans

Ian Evans

Dip PFS, Head of Later Life Advice

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Chris Gilchrist

Chris Gilchrist

Director

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Jon Lawson

Jon Lawson

Dip PFS, Director

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Steve Poland

Steve Poland

Dip PFS, Director

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Richard Forrest

Richard Forrest

Dip PFS, Financial Adviser

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