Pensions, Investments & Wealth Preservation/Tax Planning advice from Northampton & Poole, Independent Financial Advisers.

About 5 Point Financial Planning Ltd Independent Financial Advisers

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 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.

As a company we are extremely proud that a large proportion of our business is generated through referrals from existing clients and other professionals.

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 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 discuss with you and advise you on a complete range of financial planning services including:

5 Point Financial Planning Ltd IFA Financial Planning
Professional Financial Planning is the process which can help you realise your ambitions

5 Point Financial Planning Ltd IFA Personal Insurance & Protection
With such a wide range of insurances in the market we will guide you through the maze

5 Point Financial Planning Ltd IFA Business Insurance & Protection
We make sure your business needs are covered for any unforeseen eventuality

5 Point Financial Planning Ltd IFA Health Insurance
It's only when you need to make a claim that you realise just how wise investing in health and medical insurance can be.

5 Point Financial Planning Ltd IFA Pensions & Retirement Planning
Covering both personal and corporate pensions we make sure you are in good shape for retirement

5 Point Financial Planning Ltd IFA Savings & Investment Planning
Whatever your savings or investment goals, we will work with you to create a plan to help you achieve it. Our service considers your timeframe, and your attitude towards risk with your capital and potential returns.

5 Point Financial Planning Ltd IFA Wealth Preservation
Your assets need to be protected against the potential threats of erosion by taxation and the effects of inflation and investment risks. We are here to advise you.

Please contact one of our friendly team at the office of your choice below or complete our enquiry form and we’ll be pleased to help you.

5 Point Financial Planning Ltd IFAs for personal & business insurance, Pensions, Investments & Wealth Preservation/Tax Planning advice from Northampton & Poole Independent Financial Advisers with offices in Northampton & Poole.