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  11. Fiveways Financial Planning Ltd

Fiveways Financial Planning Ltd

Independent Financial Adviser  504 Parkway, Weston Super Mare, BS22 6WA
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FCA authorised
Last authorised 17th January 2022
Your Future. Your Way. It is your goals in life that should, we believe, form the core of your financial future plan.
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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Equity release
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Mortgage protection
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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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Critical illness
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Income protection insurance
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Life insurance
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group life insurance
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Long term care
Meet our advisers
Mr Richard Forrest DipPFS
Mr Jim Bloodworth DipPFS
Director
Mr Jonathan Lawson DipPFS
Director
Mr Steve Poland DipPFS
Compliance Officer
Mr Ian Evans DipPFS
Head of Later Life Advice
Mr Charlie Lane
Adviser
Hannah Newbery
Chartered Financial Planner
About us

FiveWays Financial Planning was founded by a team of experienced advisers with various backgrounds and skills. By combining our expertise, we have designed an advisory business operating to the highest standards while offering services at reasonable cost.

Our name reflects the five core fields of financial planning: saving, borrowing, protection, investment and taxation.

Our services

Reassuring financial advice for you and your family. Our team of experts provide insightful and cost effective advice tailored to you.

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

504 Parkway, Worle, Weston Super Mare, BS40 7AA

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