The Financial Conduct Authority may not regulate all products or services on this website.
FiveWays Financial Planning Ltd offers services only to investors in the UK.
This website is approved by FiveWays Financial Planning Ltd (Authorised and Regulated by the Financial Conduct Authority). All contents of the website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions. This website is intended to provide helpful information of a general nature and the contents are not suitable for everyone. We strongly recommend that you take appropriate professional independent advice before entering into any obligations or transactions.
Risk Warnings: Past performance is not an indication of future performance. The value of investments in the stockmarket held directly through individual shares or indirectly through collective investment vehicles, as well as any income derived from them, can go down as well as up. Investment returns cannot be guaranteed and you may not get back the full amount invested. The stockmarket should not be considered as a suitable place for short term investment.
Taxation: levels and bases of, and reliefs from taxation are current levels and are subject to change. Their value depends on the circumstances of the investor.
If you have any queries or are unsure as to the suitability of any of the products featured on our website please send an e-mail to email@example.com or call us on 01934 511511 and we will get one of our fully qualified financial advisers to contact you.
Complaints: The Financial Ombudsman Service handles complaints in relation to financial products and services. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk
Online Dispute Resolution Platform: https://ec.europa.eu/consumers/odr/main/?event=main.home2.show
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To the extent permitted by law FiveWays Financial Planning Ltd shall not be liable to any person for any loss or damage which may arise from the use of any of the information contained in this website.
The material contained in this website is a guide only, it is not intended as a recommendation to buy, sell or hold any securities and does not constitute an offer to sell or the solicitation of an offer to buy any securities.
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News: No hole in this bucket
Stock market crashes create anxiety for investors, especially those who – like most retired people - are withdrawing regular sums from their investments to provide the income they need. But FiveWays’ retirement income planning strategy, which we call ‘bucketing’, means clients are insulated from all but the very worst possible stock market disasters.
Meet the Team
Our team of financial planners have had years of experience and are on hand to help plan for your future.