Monthly Archives: March 2017


Our newest adviser.

We are delighted to formally introduce our newest financial adviser, Gillian (Gill) Witham. Gill joined 5 Financial in November 2016 and she works closely with our Head of Wealth Management, Jason Petersen, collaborating in developing sound financial strategies for clients. “When you first meet Gill, you’re instantly struck by her warmth and genuinely caring nature,” [...]

2018-02-09T04:52:17+00:00 March 21st, 2017|

Jason in Money Mag’s ‘Ask the Experts’.

Once again Jason Petersen - our Head of Wealth Management - has been invited to contribute to Money Magazine's 'Ask the Experts' column, this time in the February 2017 edition. This column takes a real-life case study and presents it to a couple of industry experts for their take on how the person might choose [...]

2018-01-22T08:14:24+00:00 March 15th, 2017|