We understand that it’s a big step to entrust your financial future to somebody.
You want an adviser you can trust to do the right thing by you.
We believe we can be that person for you. To demonstrate this, we’ve put together some of the reasons why our clients choose us.
We’re Financial Planners
Whilst a Financial Adviser would provide a more transactional service, as Financial Planners we take into account your circumstances, needs and goals before making any recommendations. Our guidance is bespoke, because we believe that’s what you, your family and your financial future deserve. We don’t believe in a “one size fits all” solution, simply because there isn’t one!
By choosing an independent financial professional, you’re ensuring you will receive custom-made recommendations. Being independent, we can recommend financial solutions from the whole market. We have no affiliation to any particular financial product or provider, so there’s no hard sell; we simply recommend the best thing for you.
We’re highly-qualified and ISO 2222 certified
Our Financial Planners are highly-qualified; you can see details of their qualifications on their individual profiles. In addition, our Financial Planner David has held the ISO 2222 since 2011. This certification is the only international quality standard for providing personal financial planning; it’s the benchmark for global standards of ethical conduct, competence and experience.
We work with local people
After over 20 years in financial services, David launched Five Point Consulting with the aim to provide a more personable, independent financial planning service to individuals, families and businesses across Wetherby, Harrogate and York. We’re passionate about helping local people and are happy to come to you in the comfort of your home for meetings.
We’re personable and friendly
We know it can be daunting speaking to a financial professional, but we like to think we go against the grain. Our approach is personable and friendly; it’s important to us to ensure you understand every step of the process and every decision you make. We’re happy to guide you at your own pace, whether you have extensive financial knowledge or none at all. There are no silly questions!
We’re regulated and trusted
It goes without saying that it’s essential to ensure the financial professional you select is regulated and trusted; especially in an age when financial scams are sadly not an uncommon occurrence. We are directly authorised and regulated by the Financial Conduct Authority (FCA) and you can find our entry on the FCA register here.
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
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.