Financial Articles

5 Point Financial Planning Ltd IFA leading the way

5 Point Financial Planning Ltd Independent Financial Advisers have offices in Northampton & Poole. All of our consultants have many years experience within the financial services industry, and take full advantage of this knowledge when providing as IFAs, specialist financial planning solutions to both companies and individuals. The advice and guidance is always delivered in a friendly but professional manner using terminology that clients can understand and relate to.

The financial services industry is constantly changing and as professional advisers we are required to ensure that we are highly qualified to meet the exacting standards of the regulators.

As Independent Financial Advisers based in Northampton & Poole, 5 Point Financial Planning Ltd consultants offer financial looking after personal and business insurance needs in the areas of pensions, mortgages, investments, retirement planning, mortgage advice, Wealth Preservation/Tax Planning and Group Life Insurance.

If you are in business you may have a need for a professional financial adviser in Northampton & Poole to assist you with flexible Benefits advice, Shareholder & Key Person Insurance, Group Private Medical Insurance advice, Benefits Packages, Tax Efficient Remuneration Packages and Wealth Management, in which case you are on good hands with 5 Point Financial Planning Ltd IFAs.

As IFAs and Financial Advisers based in Northampton & Poole our financial planning process for both business and personal protection includes personal pensions advice, Wealth Preservation/Tax Planning advice, investment advice, wealth management and company pensions advice.

Of course, family Protection, Income Protection and Long Term Care Planning are vital parts of our holistic planning consultancy, so your personal and business financial planning can all be undertaken by our friendly team at 5 Point Financial Planning Ltd based in Northampton & Poole.

We are extremely proud that over eighty per cent of our business is generated through referrals from existing clients and other professionals in Northampton & Poole area.

We only provide independent impartial advice and have no ties to any other companies; this means that we are free to source the best products for our clients. With offices in Northampton & Poole and, we are able to offer a no cost initial meeting at an office-based location of your choice, at your place of work or home.

5 Point Financial Planning Ltd Independent Financial Advisers will be delighted to meet with you and advise you on a complete range of financial planning services to help you with all your personal and business insurance and financial planning needs.

5 Point Financial Planning Ltd IFAs for personal & business insurance, Pensions, Investments & Wealth Preservation/Tax Planning advice - Northampton & Poole areas Independent Financial Advisers