Mortgage Advice Northampton & Poole ~ Insurance Advice Northampton & Poole ~ Protection Advice Northampton & Poole
Rent To Buy Advice Northampton & Poole ~ Buy to Rent Advisers Northampton & Poole

left webpage shadowright webpage shadow
5 Point Financial Planning Ltd Logo
5 Point Financial Planning
Phone numbers for 5 Point Financial Planning Ltd

Our Management Team

Ian Lambert

Ian Lambert

Ian has worked in Financial Services for 30 years, all his working life, primarily in Banking and more recently as a Financial Adviser, and for the last seven years, as a mortgage adviser and Founder Director at 5 Point Financial Planning Ltd, in 2003.

Ian lives in Duston, Northampton with his wife, Lydia, and has 5 children, Ashleigh, Charlie, Ellis, Jack and Shauna and enjoys watching Northampton Town FC, playing the occasional round of Golf and more recently completing his 5th London Marathon for the charity, Children with Leukaemia.

Gary Wooding

Gary Wooding

Gary has been assisting clients in Financial Services since 1990, understanding needs and providing real plans to realise hopes and dreams.

Gary lives in Poole with his lovely wife Lucy and his 2 sons, Lewis and Ethan and enjoys a busy and active family life, sailing and cycling.

Heide Swift

Heidi Swift

Heide has recently commenced her career in financial services. She now specialises in Residential and Buy to Let mortgages and offers a wide range of financial products including buildings and contents insurance, landlords insurance, protection and private medical insurance.

Heide holds the Level 3 Certificate in Mortgage Advice and Practice issued by the IFS School of Finance.

Heide lives in a small Bedfordshire village and is married to Dave and they have a 9 year old son called Jake.

Heide spends a lot of time running around after her son whose after school and sports activities keep the whole family busy. In whatever spare time she gets, she enjoys reading, cooking and photography.

Akash Roda

Akash Roda

Akash left university over six years ago in order to pursue a career in financial services. He now specialises in Residential and Buy to let mortgages also offering a wide range of financial products including buildings and contents insurance, protection and private medical insurance.

Akash holds the Level 3 Certificate in Mortgage Advice and Practice issued by the IFS School of Finance.

Akash is primarily based in West London and enjoys playing football, tennis and the occasional round of golf.

Tax planning and some buy to let mortgages are not regulated by the FCA.

Your property may be repossessed if you do not keep up repayments on your mortgage.

In the news

Company address:
5 Point Financial Planning Ltd, Suite S4, Moulton Park Business Centre, Redhouse Road, Moulton Park, Northamptonshire, NN3 6AQ
T: 01604 497566
F: 01604 497567

Email: contact@5pointdirect.co.uk

Registration address as company address
Registration number: 4962087
Registered in: England

5 Point Financial Planning Ltd is an appointed representative of Intrinsic Mortgage Planning Limited which is authorised and regulated by the Financial Conduct Authority. Intrinsic Mortgage Planning Limited is entered on the FCA register (http://www.FCA.gov.uk/register/) under reference 440718.

The information and content within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Telephone: 01604 497566 | contact@5pointdirect.co.uk

Designed & developed by Web Pro IT © 2009

Mortgage Adviser Northampton & Poole ~ Company Insurance Broker Northampton & Poole ~ Protection Advisors