Who we work with

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

"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."

Ian

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

Chris

"Helena takes a genuine interest in achieving the best financial solution for her clients."

Nigel

See what our clients say

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