We are delighted to announce the promotion of Amy Grace, Liz Schulz and Rick Gosling to the position of Associate Directors of Five Wealth.

Amy and Liz have been with the company since launch in 2016 with Rick joining a year later in 2017.  They are all advisers at the firm and Chartered Financial Planners and last year also became shareholders.  All three play an integral role in both the running of the company supporting the Directors and looking after clients. They have been an important part of the first five years of the company and will play a key role in driving it forward for the next five and beyond.

Well done to Amy, Liz and Rick!

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August 5, 2021 Post by Stephen Jordan
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