At FiveWays Financial Planning we help you achieve your goals in life.
We believe that however much money you have, your financial goals should form the core of your financial future. Whether you have personal goals, business goals or both, we can help you plan and secure your future today.
Our first aim will always be to explore these and identify any obstacles there might be to achieving them.
By gaining a full understanding of your goals, needs and circumstances, we can recommend the most appropriate strategy, financial plans and investments for you.
Our aim is to deliver a consistently high-quality service based on a long-term relationship between you and your individual adviser. We provide regular, jargon-free communication about your affairs, your investments and any relevant financial and economic developments.
As an owner-managed firm of professional advisers, your interests are our prime concern.
We are independent of any product providers and receive no commission on the products we recommend. We are remunerated only by fees agreed in advance of any work we undertake for you.
The FiveWays Process
To a Financial Plan
About you, your circumstances, lifestyle
Your situation now, your aims and ambitions
Your objectives - translated into financial terms - realistic, measurable
Priorities - who, what, when
A framework, not fixed but flexible
Minimises tax now and in the future, meets your needs for access, withdrawals, savings
Accessibility and efficiency
Tidying up what you’ve got
Compare progress with objectives
Adapt to changes in circumstances, aims, needs, tax