Independent financial planning from highly-qualified experts
Five Point Consulting was founded in 2012 by Financial Planner David McCabe.
After over 20 years in financial services, David wanted to provide a more personable, independent financial planning service to people in the local area.
Today, we are a team of independent Financial Planners, supported by a dedicated Administration Manager. We are:
- Dedicated to providing proper financial planning
- Independent and able to make bespoke recommendations
- Highly-qualified and ISO 2222 certified
- Friendly and personable
- Regulated and trusted
Who we work with
We specialise in working with individuals who fall under one or more of the following categories:
How we work
Our business name, Five Point Consulting, was inspired by the five stages that form our financial planning process. The Five Points are:
1
Initial meeting
The first step is an introductory, no-obligation ‘fact find’ meeting.
2
Research
We will analyse your existing arrangements and research positive alternatives.
3
Recommendations
We will present our recommendations to you and demonstrate the best route to your goals.
4
Implementation
Once you’re happy with our recommendations, we will implement the agreed arrangements.
5
Review
We will review your arrangements regularly to ensure they coincide with your goals.
What our clients say
“We find this relationship to work admirably for us. David is the expert in a field in which we could never hope to be so proficient. We have every intention of maintaining this relationship long into the future.”
Clients since 2003
“David’s financial planning advice and knowledge is excellent, and he talks to me in terms I can understand, not financial jargon! I don’t have to look too closely at what is happening, as I know David will be doing that.”
A client since 2004
"Running your own company is all about having the right people, and people you can trust to do what is needed, Five Point are those people."
"Helena is efficient in dealing with our financial affairs, is very approachable and explains things patiently in understandable language."
"Helena takes a genuine interest in achieving the best financial solution for her clients."
Get in touch
Got questions? Ready to book an initial no-obligation meeting? Leave a message using our form below and we’ll be back in touch as soon as we can.
