A service built
on expertise.

About us

Five Wealth was founded in 2016 by Phill Dewhurst, Chris Little, Phil Shaw, Steve Hughes and Steve Jordan.

The five directors have worked together for well over a decade and between them they have over 100 years’ industry experience. That’s time spent helping our clients successfully manage their financial futures through constantly changing economic and legislative conditions.

Each director is supported by a group of highly skilled individuals who engage with our clients to provide a service that’s built on integrity and on the quality of our advice, investment research and technical expertise.

Our focus is on investment-led financial planning. We take the time to listen to our clients’ aspirations and then help them structure savings and investments so that they can achieve their goals, all the while remaining flexible enough to adapt to the inevitable changes that may come their way. Because we look at the whole picture, working closely with our clients’ other advisers, such as accountants and lawyers, we are able to develop relationships based on trust, and thus deliver on our aim of looking after people for the long term.

Five Wealth became operational in August 2016. Together with the support of many long-standing clients and professional relationships, we are already advising clients whose investment and pension assets are worth in the region of £475 million.

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About you

People matter to us. We work with individuals and families, businesses, trusts and charities.

Our clients are typically high net worth individuals or families, or high-income professionals across all sectors. We also work with business owners and entrepreneurs in all industries, from start-ups and established SMEs (small to medium enterprises) through to exit planning on sale.

We firmly believe that each client is an individual. As such, we craft bespoke financial plans and investment portfolios that meet the specific needs and circumstances of everyone we work with.

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