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

Charlie Lane

Charlie Lane

DipFA MLIBF, Financial Adviser

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Steve Lyon

Steve Lyon

Financial Adviser Dip PFS

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Hannah Newbery

Hannah Newbery

Financial Adviser AFPS

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Nick Comport

Nick Comport

Dip PFS, Financial Planning

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Carly Gray

Carly Gray

Paraplanner

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Jenny Ansell

Jenny Ansell

Financial Planning Dip PFS

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