26 Apr 2022

Congratulations Hannah We are delighted to announce that Hannah Newbery has achieved the ‘STEP Certificate for Financial Services – Trusts and Estate Planning’.The certificate covers a wide range of subjects including domicile and residence, intestacy rules and the importance of making a will, making best use of Inheritance Tax (IHT) exemptions and reliefs, options for

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Posted by Jon Lawson
14 Mar 2022

The negative impact this has had on markets and valuations seems so insignificant in comparison to the suffering of so many innocent people.

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Posted by Jon Lawson
2 Feb 2022

We at FiveWays keep up to date on the latest advice from the Financial Conduct Authority (FCA) to protect you and FiveWays from the scammers.

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Posted by Jon Lawson
14 Jan 2021

In the jargon, a video call is a ‘remote meeting’. This makes it sound like second best, and most people – we at FiveWays included – used to believe that face-to-face meetings are essential when initiating a relationship with a financial adviser.

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Posted by Chris Gilchrist
25 Mar 2020

The government’s latest instructions in relation to coronavirus effectively create a ‘lockdown’ in order to contain the spread of the infection. We totally support this initiative and have changed our working practices to minimise contact and travel.

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Posted by Chris Gilchrist
17 Mar 2020

In response to government advice on containing the spread of the Coronavirus, we have taken steps to reduce the risk to our clients and our staff.

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Posted by Chris Gilchrist
17 Jun 2018

A massive thank you to everyone who has sponsored us so far for the Rainbow Run, we have currently raised an amazing £2,911.25 for the Children’s Hospice South West.

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Posted by Jim Bloodworth
15 Feb 2018

FiveWays Financial Planning has given Children’s Hospice South West an initial £1,000 after selecting the charity for its support.

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Posted by Jim Bloodworth
13 Feb 2018

Five advisers have launched FiveWays Financial Planning, a new IFA business, in Weston super Mare. Two former directors of Churchill Investments, Chris Gilchrist and Stephen Poland, are involved in the new venture, which aims to benefit from impending changes in regulation of advice by offering a clear fee-only proposition to clients.

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Posted by Jim Bloodworth
13 Feb 2018

During my years as a financial journalist, people often asked me how to choose a good financial adviser.

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Posted by Chris Gilchrist
13 Feb 2018

We are celebrating our change of regulatory status with this fine cake, gratefully received from business process consultants Jigsawtree.

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Posted by Jim Bloodworth
13 Feb 2018

The Mayor of Weston Councillor David Hitchins celebrated FiveWays’ first anniversary at a reception at our office in Worle on Friday 8th March. Over 50 business associates, including representatives of legal and accountancy firms, attended the event, and heard the Mayor congratulate FiveWays on our expansion from five to ten employees within our first year.

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Posted by Chris Gilchrist
13 Feb 2018

FiveWays Financial Planning has acquired the investment and pension planning business of Harrison Financial Advisers, based in Burnham on Sea. Neil Harrison, founder of the business, will join FiveWays as a consultant for a two-year period and will help to transfer clients.

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Posted by Chris Gilchrist