Five Financial Wealth Management

Independent Financial Adviser  7 Turbetts Close, Poole, Dorset, BH12 1BJ
First meeting at adviser's own cost
Independent Financial Advisor and Independent Mortgage Advisors (Whole of Market).
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
7.0/10
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FCA authorised
Last authorised 29th June 2020
Meet our advisers
Nick Jowett
IFA
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.

Where to find us
Head office address: 7 Turbetts Close, Lytchett Matravers, Dorset, Poole, BH16 6HF
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 29th June 2020

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