Five Wealth offers independent financial planning advice and investment management to private clients and businesses. Based in Manchester, the firm looks after clients across the UK. It is proud to hold chartered status and follows a strict code of ethics in its dealings with clients.
Five Wealth is committed to investing in youth and developing talent and has a successful graduate training programme.
The company also strives to promote the profession and raise financial knowledge and understanding. Over the last two years, it has run its Introduction to Finance event: a week-long programme of workshops covering financial topics for young people to help prepare them for life after school or university. It also supports the Personal Finance Society’s My Personal Finance Skills pro-bono initiative. Director Steve Hughes delivers financial education workshops to students across schools and colleges in the North West.
Five Wealth aims to leave a legacy of being a good employer and also giving back. It supports and raises funds for various groups including: Mustard Tree; Bolton Lads and Girls Club; Kids At School In Nepal; Manchester Rugby Club; Bradford Dragons;, Greater Manchester Mayor’s Charity; and its current charity of the year, Support Dogs.
The firm also offers ESG investment options to those clients looking for responsible and sustainable investments.