Jordan Wheatley

Five Wealth Ltd

Five Wealth Ltd is a fully independent wealth management and financial planning business based in central Manchester. The company is 100% owned by its five founding directors and senior staff who between them have over 100 years of experience. Our focus is on investment led financial planning, what this means is that we place equal importance on the investments as the financial planning. We place a great deal of importance on knowing and understanding our client's goals and aspirations. We then try to help them structure their savings and investments to achieve these goals but also be flexible to inevitable changes in plans and objectives. We are extremely proud of our company and our clients, many of whom have been with us for many years and some even inter-generational. Our relationships are based on trust and respect, understanding and experience with a focus on looking after people for the long term.