Monthly Archives: August 2016

//August

Jason named a semi finalist in Adviser of the Year Award.

Jason Petersen Congratulations to Jason Petersen, our Head of Wealth Management, who has progressed as a semi finalist in the Association of Financial Advisers (AFA) 'Adviser of the Year' award for 2016! The original full group of nominees reduced to just six semi finalists following telephone interviews of selected candidates conducted earlier this month. [...]

2018-01-22T08:14:25+00:00 August 19th, 2016|

Have your say about how we can improve.

At 5 Financial, one of our most pressing goals is to make sure we keep improving as a financial advisory practice. To this end, we are seeking the help of our clients. In coming weeks, an independent research company, the Beddoes Institute, will conduct an online Client Experience Survey on our behalf . This survey will [...]

2018-01-22T08:14:25+00:00 August 18th, 2016|