We help you to clarify your finances and put your mind at rest

We are independent Financial Planners guiding individuals, families and businesses across Wetherby, Harrogate and York through a Five Point process to achieve their financial and lifestyle goals.

About us

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

Learn more

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

2

Research

3

Recommendations

4

Implementation

5

Review

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.”

Carole and Roger

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.”

Alison

A client since 2004

See what our clients say

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.