Fiveways Financial Planning Ltd

Independent Financial Adviser 201 Park Way, Worle, Weston-Super-Mare, North Somerset, BS22 6WA
FCA verified
10th September 2018
We can advise you on
    • Equity release
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Group pensions
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Steve Poland DipPFS
adviser-person
Ian Evans DipPFS
adviser-person
Jonathan Lawson DipPFS
adviser-person
Jim Bloodworth DipPFS
adviser-person
Richard Forrest DipPFS
Where to find us

201 Park Way, Worle, Weston-Super-Mare, North Somerset, BS22 6WA

About us

We are a 10 strong local owner-managed business, offering genuine personal service to our clients.

Most people need help with planning their finances at some point in their lives. It may be dealing with an inheritance, getting protective insurance for the family, saving for retirement or investing to secure a retirement income. We can help with issues like these and many more.

Based in Worle, Weston-super-Mare, we are professional financial planners with a wide range of local clients. We work closely with several firms of local solicitors and accountants.

Free Consultation - We offer a short inital consultation free of charge or obligation. After this we can tell you if and how we can help you, and you can decide if you want us to work with you.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0

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