Holistic Financial Planning

Holistic Financial Planning

New for 2022

Holistic Financial Planning

At Fiveways Financial Planning we are here to help people because we care. We provide independent and holistic financial planning advice to our clients, with a view to helping them achieve their goals and aspirations.

However, we realise that understanding what our clients really want to achieve at a later date, whether at retirement - or before - can often be difficult for clients to think about, fully understand themselves or articulate, especially 10, 20, 30 years in advance!

This has led us to discussions with J1 Coaching about the positive effect that professional coaching can achieve in the financial planning arena. Our skill set as expert financial planners simply does not include the wealth of experience that J1 Coaching provides.

J1 Coaching

J1 Coaching’s founder, Jim Constable, is well known to us. He has coached some of our employees and written articles on our website - he is a professional coach to businesses, teams and individuals. Jim also achieved the Advanced Financial Planning Certificate (AFPC) prior to moving into coaching.

Jim has over 20 years’ experience in training and development, including 15 years as a performance coach to individuals, executives and teams. For further details of the firm’s he has helped and to read his testimonials please see his website www.J1coaching.co.uk

Jim is also the lead author of the book “Everyday Performance and co-author of the book “Perform”.

How does it work?

Our focus is more orientated around finding the right financial solutions to meet our client needs, whilst J1 Coaching is wholly focused on opening up discussion to identify and support clients’ goals, transitions and challenges. Until you have experienced this sort of coaching you may not understand the difference. At Fiveways Financial Planning Ltd we feel we understand the true benefit of coaching and investing the time and effort it requires.

We Understand

Example: A client whose goal was to buy a boat, just a small weekend boat to keep in the local marina that would be big enough to accommodate the family.

Following in depth discussion and coaching the client realised that to him the boat simply represented more quality time with the family. The true objective of the client soon became clear. With this information the financial planner, instead of focusing on saving for a large capital purchase at retirement, was able to discuss both early retirement and funding partial retirement to meet the client’s need for more family time.

We Advise

We know that there are many circumstances where specialist help can be invaluable. We also know that wealth is about more than just financial wealth. We experience health wealth (physical and mental), time wealth (especially at retirement) and social wealth. All these have an emotional component too.

We Help

Fiveways Financial Services already offers comprehensive, high quality, financial wealth planning. Together with J1 Coaching, we are piloting the provision of professional, qualified coaching and planning support, in the non-financial wealth areas described. There is no initial cost to be a part of this pilot but we would like your feedback.

Our Process

We anticipate the coaching will mirror the financial planning process in how it looks but will focus on your goals and aspirations without reference to specific products.

  1. 1
    Share Contact Details
    We will provide contact details for you to contact Jim, or we can ask Jim to contact you if you are happy for us to do so.
  2. 2
    Meet Jim
    Jim will arrange a first session to enable you to get to know each other, explain the coaching process and to understand aims and objectives.
  3. 3
    Create a Plan
    A second session will then be agreed to make and agree a plan.  This plan will be outlined to you in writing and, with your permission, a copy can also be sent to your financial adviser.
  4. 4
    Update Session
    A further session may be necessary if your needs are complex, or simply to check in once the plan is underway to ensure that it continues to meet your needs.
  5. 5
    The final part of the process is to obtain feedback from you. This is key to our understanding and to help us ensure the benefits of this process.


Leave us your contact details and one of our financial advisers will be in touch to arrange your meeting with Jim.

504 Park Way, Worle, Weston-super-Mare, BS22 6WA

T: 01934 511 511

E: info@fivewaysfp.co.uk