Five Financial

Independent Financial Adviser 7 Turbetts Close, Lytchett Matravers, Dorset, Poole, BH16 6HF
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
16th September 2019
Independent Financial Advisor and Independent Mortgage Advisors (Whole of Market).
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Mortgage protection
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Commercial mortgages
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Nick Jowett
IFA
Where to find us

7 Turbetts Close, Lytchett Matravers, Dorset, Poole, BH16 6HF

Make an enquiry
About us

Five Financial is a local Financial and Mortgage Advisor based in Poole, Dorset. We are Independent and can access the whole market for Mortgages, Bridging and Commercial Finance. We are here to save you time and money and we also offer expert advice in Estate Planning, Financial Planning, Pensions, Investment Strategy and protection, we give ongoing advice throughout the whole process and have relationships with all the leading DFM's, Life Offices, VCT Trusts, EIS and Annuity providers.

Our services

We are a partner to all our clients for the long term, when managing and assisting you with your financial goals this is a long term strategy. We build beneficial relationships with clients, ensuring the best advice from the start.

We love mortgages and helping our customers find the best deal, we will ensure you are protected thought an excellent range of protection products. We work hard for a clients ensuing everything is done quickly and efficiently and keep you updated every step of the way.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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