Our Management Team

Neil Smith

Neil has been a Financial Advisor since 1992 working mainly in the areas of Investments, Pensions, Life Cover, Estate Planning and Corporate Financial Planning. Listening and understanding client’s needs to provide holistic or individual needs financial guidance.

Neil is happily married to Steph with their two sons Ben and Tyler.

Pastimes include Golf, Family Time and still the very occasional game of football.

Ian Lambert

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

Ian offers the full range of financial planning advice, including Family and Personal Insurance, Retirement Planning, Investments and Savings, Mortgages and Buildings and Contents Insurance. Ian holds the Financial Planning Certificate issued by the Chartered Insurance Institute and the Mortgage Advice qualification also issued by the Chartered Insurance Institute.

Ian lives in Duston, Northampton with his wife, Lydia, and 2 children, 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 has been assisting clients in Financial Services since 1990, understanding needs and providing real plans to realise hopes and dreams.

Gary offers a full range of financial planning advice including Family & Personal Protection, Retirement Planning, Investments & Savings, Mortgages & General Insurance.

Gary holds the Financial Planning Certificate issued by the Chartered Insurance Institute and The Certificate in Mortgage Advice and Practice issued by the Chartered Institute of Bankers.

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.

Jason Moore

Jason has been in Financial Services since 1986, offering his clients advice on investments and savings, retirement planning and annuities, personal and business protection, mortgage and insurance.

Jason holds the Financial Planning Certificate awarded by The Chartered Insurance Institute and the Certificate in Mortgage Advice and Practice issued by the Institute of Financial Services.

Jason lives in Abington, Northampton with his wife Kerry and two daughters Alice and Abigail.

Pastimes include a regular round of golf, the occasional game of football and holidays abroad and in the UK.

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

For mortgage advice, you can choose how we are paid. We can either accept commission from the lender or, you can choose to pay on a fee basis. Should you choose to pay a fee we will usually charge £600. We can also arrange a combination of these options.

For Buildings & contents insurance and Accident sickness & unemployment insurance we offer products from a selected panel of providers. For all other General insurance we act as introducers.