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
DipFA MLIBF, Financial Adviser
Financial Adviser Dip PFS
Financial Adviser AFPS
Dip PFS, Financial Planning
Financial Planning Dip PFS