Five Financial Wealth Management

Independent Financial Adviser  7 Turbetts Close, Dorset, Poole, BH16 6HF
First meeting at adviser's own cost
At Five Financial Wealth Management we understand that your financial objectives are as individual as you are. We want to help you achieve your financial goals and plan for your future. We are independent and look to save you time and money.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.8/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Nick Jowett
IFA
About us

Five Financial Wealth Management is owned and managed by Nick Jowett CeMAP CeRER DipFA MLibf.

Nick has a wealth of experience in Business Management and Financial Services.

Along with his dedicated team the aim is to help you access comprehensive financial advice. We offer you the support you need to be able to create a suitable and sustainable financial plan.

At Five we deliver a professional and personal approach to Wealth Management and pride ourselves on building strong lasting relationships with our clients.

Our services

We offer expert advice in Estate Planning, Financial Planning, Pensions, Investment Strategy and Protection. We also advise on Mortgages, Bridging and Commercial Finance.

We work hard for our clients ensuring everything is done quickly and efficiently and we keep you updated every step of the way.

In an ever changing financial world our aim is to guide you through its complexities, clearly defining how you will achieve your financial goals.

Where to find us
Head office address: 7 Turbetts Close, Lytchett Matravers, Dorset, BH16 6HF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.8/10
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FCA authorised
Last authorised 20th September 2021

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