Carole and Roger

Clients since 2003

“Both being hard-working employees, and both wanting to provide a secure financial platform for our future together, we very quickly realised that we would need a professional financial adviser who would provide the expertise we lacked, an up-to-date knowledge of funds, and a hands-on management of our investments. We wanted this to be provided by someone with whom we could develop a continuing, friendly relationship and someone who would be there to help us along the way.

David McCabe and Five Point Consulting have certainly delivered on all these points. David has effectively taken on full responsibility for our investments, from the selection of the portfolio of funds in which we should invest, to the cashing in of appropriate bonds whenever we have needed to do so. He provides an annual status report of our finances which is easy to read and understand, and he visits us whenever we wish to see him for a face-to-face discussion.

We find this relationship to work admirably for us. He is the expert in a field in which we could never hope to be so proficient. He is available, whenever we want, to discuss anything with him. We have every intention of maintaining this relationship long into the future.”

Alison

A client since 2004

“David has dealt with my financial affairs for about 15 years now. That is because his financial planning advice and knowledge is excellent and he talks to me in terms I can understand, not financial jargon!

I recently came into a family inheritance, which, to me, was quite substantial and I wanted to make sure I had the best advice as to what to do with it, what my choices were and how to invest it.

David took me through the investment process step by step, after exploring with me all the possibilities and asking me for my aspirations for my future and the money. He produced a very easy to read and understand report, which detailed his recommendations and why he thought these would be most suitable for me.

As he has always done, he will be monitoring the investments on a regular basis and contacting me for regular reviews and changes as he thinks appropriate. That means I don’t have to look too closely at what is happening, as I know David will be doing that.”

Ian

Wanting to change a Financial Adviser and find a Pensions specialist is all about recommendation.

I was lucky in having a trusted Insurance Broker that handled all my Business and Private insurances for many years and thankfully he suggested I speak to Helena.

The fact that someone clearly has all the ‘technical expertise’ but also is very unassuming, charming, totally professional and on point, made the decision simple.

Running your own company is all about having the right people, and people you can trust to do what is needed and utilise their skills and expertise to meet the demands you set upon them.

Helena met and exceeded that, as for me not being a specialist in Financial Services I needed the advice ‘stripped back’ in terms that I could understand.

Now my businesses have been sold, it is now more important than ever that the right decisions and choices are made and I will continue utilising Five Point & Helena, why change when you have the best.

Chris

Both myself and my wife were approaching retirement, so we needed advice on pension options and investment in pension products

Helena started by getting us both to complete an “Attitude to risk” assessment, so all future decisions would be based on this. A financial review was carried out of all our investments and pensions, together with an estimate of future income and outgoings.

Helena has been able to provide timely advice to help us both make decisions on pensions and re-aligning investments to match the “attitude to risk” assessment we originally completed.

Helena is efficient in dealing with our financial affairs, is very approachable and explains things patiently in understandable language.

Helena has provided independent advice and has been up front on where her commission (if any) is coming from. She has been particularly careful to explain the level of risk with investments and has provided and explained options, allowing us time to make important decisions.

Nigel

Having received correspondence regarding a deferred pension, I needed to engage with a financial advisor to determine the best way forward to ensure financial security for the future.

I was fortunate that a former colleague was able to recommend Helena MacNab for the job and I cannot fault the way Helena has handled my financial affairs over the years. Helena takes a genuine interest in achieving the best financial solution for her clients and her depth of knowledge, integrity and professionalism is second to none.

Helena provided me with sound pension/financial advice and I can without hesitation highly recommend Helena’s financial services.