FiveWays are independent financial advisers. As well as dealing with the financial needs of individual clients, we also provide full reviews of trusts. We have implemented investment solutions for several large personal injury trusts and have a panel of discretionary fund managers suitable for different types of client and investment objective.
Our Fee Band Schedule sets out typical fees for initial advice. We will quote a specific fee once we have full details of the case. For the majority of clients we also provide ongoing advisory services with reviews annually or half-yearly.
We offer clients a simple online service for Wills and Lasting Powers of Attorney in conjunction with OmniaLegal.
We design seminars on topics including investment and taxation for individuals and run these in conjunction with other professional advisers.
We also run in-house seminars and presentations for lawyers and accountants on current opportunities in tax and financial planning.
J G, solicitor, Taunton
I have recommended many clients to obtain financial planning and investment advice from Ian Evans at FiveWays Financial Planning. In particular he has handled some challenging cases where capital has to be invested in trust for the benefit of a disabled person, which often presents difficult emotional as well as financial issues. I now refer all cases of this kind to Ian.
M.D., solicitor, Bristol
Over the past decade Stephen Poland of FiveWays Financial Planning and I have worked together on the financial affairs of many mutual clients and as a result have often, I believe, achieved far greater tax efficiency in their affairs than would otherwise have been possible.
You're leaving Five Ways FP×