5 Point Financial Planning Ltd is an authorised and regulated independent financial advisory firm that provides tailored financial planning services to individuals and families. The company's core philosophy is built around a structured "5 Point Process" designed to understand clients' goals and deliver clear, jargon-free advice. Their main services cover retirement planning, pension advice, investment management, wealth protection (such as life insurance and critical illness cover), and estate planning. They aim to build long-term relationships with clients to help them achieve financial security.

Founded in

United Kingdom