Our People

FiveWays Financial Planning was formed by experienced advisers whose different backgrounds and skills enabled us to design an advisory business operating to the highest standards while offering services at reasonable cost.

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

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

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.

Jim Bloodworth, APFS

Director

Jim started in the financial services industry in 1985 with Nationwide Building Society,becoming a Branch Manager in 1987. In 1990 he moved to Standard Life as a pension and investments specialist dealing with independent financial advisers in Somerset and later elsewhere in the South West. He left Standard Life in 2008 to become an independent financial adviser to get back to dealing with real clients again on a personal basis. Jim’s interests revolve around sport. He plays cricket and coaches youngsters starting out in the game, and also serves on the main committee of his local cricket and rugby club, helping to manage the clubs and facilities.

Financial planning is necessarily complicated, but by using the latest information management systems and efficient business processes, we can provide top-quality financial advice on a genuinely personal basis with fees well below those charged by many larger firms.

Ian Evans, Dip PFS

Head of Later Life Advice

Ian left the civil service in 1989 to pursue a career in financial services and has never looked back. He joined Legal & General as an adviser for a year, before moving to Lloyds TSB, where over 13 years he rose to the level of Financial Planning Manager, working mostly in the Weston super Mare area.

Ian has been a financial adviser for over 23 years, the last eight as an Independent Financial Adviser. He holds the Diploma in Financial Services. He is an accredited member of the Society of Later Life Advisers (SOLLA). Ian has always lived in Somerset, is married with two children and is a keen supporter of Bath and England rugby. He as a school governor for six years, serving as vice-chair for four years.

The key to our business is the relationship we build with our clients. Unlike larger organisations, we invest the time to get to know our clients, understand their needs and through regular contact build a strong and trusted relationship.

Chris Gilchrist

Director

The author of six books on personal finance, Chris started his career in financial journalism with the Financial Times. He set up What Investment magazine in 1982 and has broadcast widely on radio and TV. His most recent book, The process of financial planning, is a guide for financial advisers on ‘best practice’ in the personal financial planning profession. He writes a regular column in Money Marketing, the leading weekly newspaper for advisers. He also edits an investment newsletter, The IRS Report. Chris does not advise individual clients but heads our investment committee and is responsible for marketing and communications. Chris lives in Bristol (and a campervan), would like to do more fly fishing for trout and salmon, has two small grandchildren and is a trustee of a Buddhist charity.

During my years as a financial journalist, people often asked me how to choose a good financial adviser. My advice was to employ only an independent adviser who could explain clearly and without using jargon what they would propose and why, and who would disclose clearly in advance what they would charge for their services. I believe this is still a valid basis for your choice today.

Jon Lawson, Dip PFS

Director

Jon started his career in 1988 with Sun Life in the centre of Bristol. He was a sales consultant with AXA Sun Life for 5 years until he was promoted to sales manager in charge of a team of 8 consultants at the age of 29. Jon then moved to Standard Life where he helped set up a new sales division employing 60 people. In 2009 Jon left Standard Life to become an Independent Financial Adviser. He holds the Diploma in Financial Services.

Originally from Bath, Jon now lives in Nailsea with his wife, two boys and their dog. Jon loves sport, watching his boys play football, playing 5-a-side football and when the weather is good, cycling to work. Jon plays an active part in his local community helping out at the local primary school.

We pay a lot of attention to our systems. Efficient use of technology makes it easier for advisers to provide clients with timely advice, and free them to spend more time with clients.

Stephen Poland, Dip PFS

Director

Steve worked for HMRC in Bristol before becoming a financial adviser in 1979. He was an independent financial adviser with the UK’s largest advisory firm Sedgwick Noble Lowndes from 1981 to 1985. From 1997 he was an adviser at Churchill Investments, and a director of the company from 2007 to 2012.

Steve lives in Weston and is a keen follower of county and England cricket. He has recently taken his interest in horseracing to a new level by acquiring a stake in a National Hunt racehorse.

Over thirty years as an adviser I have learned that there is never just one right solution. There are always several different ways of achieving an objective, and our job is to find the one that is right for you.

Richard Forrest, Dip PFS

Financial Adviser

Richard started in the financial services industry in 1988 with Britannia Building Society and later, the Halifax where he became a qualified mortgage adviser. Having passed the financial planning examinations in 1994 he became a financial adviser with General Accident. Since then, Richard has held a number of roles working for national companies advising clients in both the corporate and personal areas of financial planning. He holds the Diploma in Financial Services and is working towards Chartered level. Richard is a keen skier and can be found most weekends from March until October at the Cotswold Water Ski Club. He also enjoys snow skiing and golf.

Charlie Lane, DipFA MLIBF

Financial Adviser

Charlie started his career in financial services on leaving university in 1998, when he joined insurers AXA in Bristol. He moved to Standard Life in 2001 where he became an account manager specialising in wealth management. In 2010 he left Standard Life to become an Independent Financial Adviser. He holds the Diploma in Financial Services and is working towards chartered status. Charlie lives in Wedmore and is keen on sport, though a recent foot injury could mean the end of his cricketing career with the local team. As a Rotarian, he is also involved in work for local charities.

Steve Lyon, Dip PFS

Financial Planning

Steve’s career in financial services started in 1987 when he joined Standard Life as an Account Manager working with Independent Financial Advisers in Bath and the surrounding area. Since leaving Standard Life in 1998 he has worked as an adviser within the Sesame network and for a leading national firm of advisers. He joined FiveWays in September 2015. His responsibilities are primarily product research, assisting advisers in the preparation of recommendations and preparing client reports. Steve is father to two boys. He enjoys the ‘country life’, is a keen skier, and has recently returned to playing tennis on a regular basis.

Hannah Newbery, Dip PFS

Financial Planning

Hannah began her career in financial services in 2002 when she joined Standard Life as Telephone Account Manager working closely with Independent Financial Advisers. She achieved Chartered Financial Planning status in 2009 and began working as an adviser where she enjoyed directly helping people manage their financial affairs. She joined FiveWays in Autumn 2015 and works as a financial planner assisting the team of advisers. Hannah lives in Portishead where she enjoys life with a young family. Her interests include following Formula 1, taking part in a book club, getting together with friends and going for walks.

Nick Comport, Dip PFS

Financial Planning

Nick has worked in financial services for 11 years. Having started working in a life office specialising in pensions he developed an understanding of administrative procedures, investments, training and staff related activities. Nick then left to work for HSBC, again specialising in pensions. He then went to work for an independent advice firm and gained a whole overview of the financial advice sector taking a particular interest in investments. Nick has an interest in sports and takes part in football, golf and mountain biking. He is a Southampton FC fan and tries to attend games when he can. He also has a keen interest in the stock market and enjoys investing in small company stocks.

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Harriet Carss

Client Service and Marketing

Harriet is the latest recruit to join the FiveWays administration team. Harriet worked at Parmenion Capital Partners in Bristol for two years as a team leader in the investment administration division. She will be progressing through the financial services exams while she works alongside the more experienced members of our team.

Harriet lives with her boyfriend in Wells. She has previously lived briefly in both Australia and New Zealand and has the travel bug, with a special fondness for Brazil and Rio de Janeiro.

Justin Shore, Dip PFS

Administration and Client Service

Justin has worked in the financial services industry for over 16 years. Having started out as a ‘temp’ at life assurers Clerical Medical, he worked his way through numerous roles within the company, including admin, call centre, training and support. He left Clerical Medical in 2008 to work in an independent financial advice business to experience life from the adviser’s point of view. He has been studying towards the Diploma in Financial Services and hopes to complete it shortly. Justin is a lifelong Liverpool supporter, old enough to remember the glory days, and enjoys an active lifestyle that includes running, swimming and cycling. He is also a keen follower of American sports, particularly American Football, and as a Chicago Bear fan, it was an amazing experience for him to see the Bears beat Tampa at Wembley in 2011.

Melissa Moore

Administration and Client Service

Melissa has worked in financial services for 14 years. She started working for AXA Sun Life specialising in occupational pensions administration, and then moved to the Clerical Medical sales branch. Melissa then had a sales support role for Aegon Scottish Equitable before making the move to work for an independent advice firm. She joined FiveWays in November 2014. Melissa lives in Weston super Mare with her husband, two young boys, two cats and hamster. As a family they love to get to the seaside as often as possible and visit theme parks. She likes to travel, in particular to the USA where she has visited six times. She tries to get to the cinema as much as possible to see the latest blockbusters and also enjoys trips to the theatre to see musicals.

Sara Rossiter

Administration and Client Service

Sara has worked for various companies in secretarial and administration roles since leaving school in 1979. In 1993 she left work to start a family and brought up two children in the UK and Saudi Arabia, where her husband worked for several years. When the family came back to the UK Sara returned to secretarial employment. In her spare time Sara enjoys travelling – India is her favourite among the countries she has visited – belongs to a book club, enjoys zumba and spinning at her local gym, and keeps chickens.

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