Amy Grace

Posted on: February 15th, 2017 by fwAdmin

Amy is a Chartered Financial Planner who works with her clients in all areas of financial planning. Amy completed a Masters in Mathematics (Math (Hons)) at the University of Manchester in 2012, and started her career in wealth management as a Trainee Paraplanner in the same year. She has since attained the Advanced Diploma in Financial Planning (APFS) from the CII and gained Chartered status shortly after qualifying as an Independent Financial Adviser. In 2021, Amy was made an Associate Director of Five Wealth. In her free time, Amy enjoys visiting new places with her husband Joe and young son, Eric, and practicing her cooking skills.

 

Liz Schulz

Posted on: February 15th, 2017 by fwAdmin

Liz is a Chartered Financial Planner and a Fellow of the Personal Finance Society. As one of the advisers at Five Wealth she works with a broad range of clients to help develop their long-term financial plans, focusing on areas including retirement planning, estate/inheritance tax planning and investments. Having graduated with a BSc (Hons) in Mathematics from The University of Manchester, Liz has worked in the wealth management field for all of her career. Outside work, Liz enjoys city breaks and TV box sets.

Susan Nelder

Posted on: February 15th, 2017 by fwAdmin

Susan is a Chartered Financial Planner and an Associate of the Personal Finance Society. Susan works with a wide range of clients to help them reach their financial planning goals. Susan completed a BA (Hons) in Financial Economics at the University of Leicester in 2011 and started her career in Wealth Management shortly afterwards. Susan likes to travel and see the world (whenever her holiday entitlement allows) and spends her free time walking the dog with her husband Warren and catching up with their families and friends.

Rick Gosling

Posted on: April 27th, 2018 by fwEditor

Rick is a Chartered Financial Planner who enjoys working with a range of clients to help them achieve their investment and wider financial planning goals. After completing a BSc in Economics at the University of Sheffield, Rick spent 5 years at the custodian bank BNY Mellon before joining the Five Wealth team in 2017. Rick is a keen sportsman and club captain at Manchester Rugby Club. He is gradually making the transition to playing golf and other sports that are less likely to land him in A&E!