Five Financial is a team of focused and dedicated financial planners and support staff.

 

In a complex financial world, we all work hard to maximise our clients’ financial position and are absolutely committed to being effective and adding value to our clients’ affairs. 

 

At the start we initially need to understand your issues and circumstances your objectives and goals, thus this will normally be face to face or over the phone for a chat. We will provide you with our Client Engagement Document that will outline our fees. If it's a mortgage or equity release we may need a little more information.

 

If your situation is more complex, at every stage we will agree what will happen next and how we will work together.

 

FCA No: 460421

 

Five Financial are proud to be part of a network with over 100 IFA's and Mortgage Advisors, we have a dedicated team of experienced para-planners, compliance and financial professionals that support us every day.

 

We are authorised and regulated by the Financial Conduct Authority.

 

FCA No: 843588

 

 

Our Fees

 

You can engage us on a time-basis, an agreed fixed fee, a percentage of assets that we are advising on, or a combination of these. Once we have met and discussed your particular requirements, we will then be in a position to confirm our fees.

 

 

We are happy to advise UK resident clients, whether UK domiciled or non UK domiciled (including US reporting clients)*

 

We work closely with other professional advisers, whether they are already appointed or if they need to be appointed as part of our own work.

 

*Where clients are non UK domiciled, there must be an appointed and suitably qualified tax adviser that we can liaise with."