Five Wealth
Five Wealth is a wealth management business that provides financial planning and investment services. Founded in 2016, it supports clients throughout their business life cycle, ensuring their financial future aligns with their ambitions.
- Wealth management
- Financial planning
- Investment portfolios
- Bespoke financial plans
Locations
Competitors
Heron House provides financial planning and wealth management services to private individuals, families, businesses, entrepreneurs, and trustees.
Brown Shipley is a private bank that offers integrated wealth management solutions, including wealth planning, investment management, and lending services.
Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes for private individuals and institutions.
At Raymond James, Spinningfields, we specialise in wealth management tailored specifically to the unique needs of business owners.
Company Details
Five Wealth is operated by Five Wealth Limited and is a Active company incorporated on 20 June 2016 with the registered office located in Manchester, Greater Manchester. Five Wealth Limited was registered 9 years ago.
Status
Active
Size
Small
Directors
8
Age
9 years old
Employees
30
Turnover
Unreported
Total Assets
£3.01M
Cash in Bank
£1.49M
Total Liabilities
-£467.19K
Teams
23
12
5
4
3
2
5
Director & Co-owner • Joined Jul 2016
Director & Co-owner • Joined Jul 2016
Director & Co-owner • Joined Jul 2016
Operations Manager
Finance Director • Joined Jul 2023
Head Of Investment • Joined Jan 2018
Head Of Operations • Joined Aug 2024
Financial Planning Manager • Joined Sep 2021
Financial Planning Manager • Joined Aug 2016
Financial Planning Manager • Joined Nov 2022
Finance Director • Joined Jul 2023
Head Of Investment • Joined Jan 2018
Financial Planning Manager • Joined Sep 2021
Financial Planning Manager • Joined Aug 2016
Financial Planning Manager • Joined Nov 2022
Director & Chartered Financial Planner • Joined Sep 2024
Financial Planning Assistant • Joined Nov 2018
Financial Planning Assistant • Joined Aug 2018
Financial Planning Assistant • Joined Oct 2023
Chartered Financial Planner • Joined Sep 2016
Director & Co-owner • Joined Jul 2016
Director & Co-owner • Joined Jul 2016
Director & Co-owner • Joined Jul 2016
Administrator • Joined Aug 2024
PA • Joined Aug 2016
Operations Manager
Finance Director • Joined Jul 2023
Head Of Operations • Joined Aug 2024
Senior Consultant
Director & Chartered Financial Planner • Joined Sep 2024
Senior Consultant
Chartered Financial Planner • Joined Sep 2016
Independent Financial Advisor • Joined Oct 2017
Paraplanner • Joined Aug 2023
Associate Director & Chartered Financial Planner • Joined Aug 2021
Associate Director And Chartered Financial Planner • Joined Aug 2021
Trainee Financial Planning Manager (Paraplanner) • Joined Jul 2023
Manager & Workplace Benefits Consultant At Five Wealth • Joined Aug 2016
Employee
View 23 members