About us

Five Financial is a small Independent Financial Advice firm based in Poole, Dorset.

 Our experienced team is focused and dedicated to supporting our clients in making better financial decisions.

We always put our clients interests first and work with you to find a positive outcome.

In a complex financial world, we work hard to maximise our clients’ financial position, we are absolutely committed

to being effective and adding value to our clients.

We initially need to understand your position and circumstances, your objectives

and goals, this will normally be face to face or over the phone.

We will provide you with our Client Engagement Document that will outline our fees.

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

Our Network

(New Leaf Distribution)

FCA No: 460421

Five Financial are proud to be part of a network with over 200 IFA's and Mortgage Advisors.

We have a dedicated team of experienced para-planners, compliance and financial professionals that support us every day.

Authorised and Regulated 

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.

Our Clients

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.

Working with you

We are committed to working with you and encourage active engagement, positive planning and help create suitable financial plans.

Whatever your situation we help you to achieve your future goals.

We offer tailored, face-to-face advice to enable you to understand how we can help benefit your financial situation. 

Our team pride themselves on maintaining a positive can do attitude as well as a strong and lasting relationship with clients, offering friendly and professional advice.

In an ever changing financial world our aim is to guide you through its complexities, clearly defining how you will achieve your financial goals.