For more information, or if you wish us to remove
your data then please let us know.
Our contact details -
Name: Five Financial Wealth Management / Five Financial / Five Mortgages
Address: 7 Turbetts Close, Lytchett Matravers, Poole, Dorset, BH16 6HF
Phone Number: 01202 282056
E-mail: nick@fivefinancial.co.uk
We currently collect and process the following information:
Personal identifiers, contacts, email address, phone number and characteristics (for example, name and contact details).
If you become a client and engage with our services, we will collect further data, including financial information, address and personal information.
Most of the personal information we process is provided to us directly by you for one of the following reasons:
To offer you financial advice and advice on products and services we offer.
We also receive personal information indirectly, from the following sources:
www.unbiased.co.uk
www.vouchedfor.co.uk
www.fivefinancial.co.uk
www.fivemortgages.co.uk
We use the information that you have given us in order to process and advise on products and services and to keep you updated with our services and products that maybe of interest to you now or in the future.
We may share this information with New Leaf Distribution Ltd our Principal, lenders, insurers or financial institutions with your consent, that we feel will offer the appropriate services or products.
Under the General Data Protection Regulation (GDPR), the lawful bases we rely on for processing this information are:
(a) Your consent.
You can do this by contacting Nicholas Jowett / nick@fivefinancial.co.uk
(b) We have a contractual obligation.
(c) We have a legal obligation.
(d) We have a vital interest.
(e) We have a legitimate interest.
Five Financial Mortgages and Five Financial Wealth Management are authorised and regulated by the Financial Conduct Authority.
FCA no: 843588
T: 01202 282056
nick@fivefinancial.co.uk
Five Financial are an Appointed Representative of New Leaf Distribution Ltd FCA No: 460421
*Complex mortgages, adverse credit, Equity Release products may attract an arrangement fee.
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YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP WITH REPAYMENTS ON A MORTGAGE
OR ANY OTHER DEBT SECURED ON IT.
Five Financial are Appointed Representative of New Leaf Distribution Ltd
who are regulated by the Financial Conduct Authority FCA No 460421.
You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/register. All rights reserved.
Equity release may involve a lifetime mortgage which is secured against your property or a home reversion plan which requires the sale of property for a discounted price.
To understand the features and risks, ask for a personalised illustration.
You only continue to own your own home with a lifetime mortgage.
Equity release may impact the size of your estate and it could affect your entitlement to current and future means tested benefits.