Five Wealth Ltd

How can a financial planner help you prepare for a successful business exit? 🤔 Writing for International Adviser, director and financial planner, Liz Colfer, explained how a financial adviser can assist business owners in determining the specific amount of money they’ll need after exiting to have financial comfort going forwards. From budgeting for long holidays to supporting your children's ambitions, read her full article below to learn more about how important it is to know your number 📲 https://lnkd.in/emVxkuYr

Sitting down with our director Liz Colfer, Henry Wilson, CAIA, partner and senior portfolio manager at LGT Wealth Management, discussed how its partnership with Five Wealth works.   Specifically, they talked about:   ➡️ The unique portfolios made just for Five Wealth ➡️ Our joint investment committee structure ➡️ How Five Wealth and LGT collaborate   To watch the full video and find out more about how our partnership works, visit 📲 https://lnkd.in/eXThWBAf

Want to know how to choose a financial adviser that's right for you? Read Stephen Jordan's latest article for Insider Media to find out.   Steve discusses the importance of finding an adviser whose expertise aligns with your specific needs, building a strong and trust-based partnership, and the ideal timing to engage a financial adviser's services.   👇 To read the full article, check out the link below: https://lnkd.in/ebESs3FU

We've partnered with LGT Wealth Management to help provide our clients with bespoke portfolios that are broadly diversified and risk efficient 🤝   LGT's systematic, independent, and disciplined investment approach allows us to create portfolios tailored to our client's specific situations, risk and sustainability profile, and future financial goals.   Our co-founder, Stephen Jordan, sat down with LGT's CEO, Ben Snee, to talk about why we chose to partner with them, and how his team's entrepreneurial spirit mirrored our long-term objectives. Watch the full video here 📲 https://lnkd.in/eBtpj_fC

A huge congratulations to the team here at Five Wealth for winning not one but two awards at the Personal Finance Society Awards!    Proud to share that we won Chartered Financial Planning Firm of the year. This achievement is a testament to the team's hard work and commitment to always providing excellence to our clients.   Our founding director Stephen Hughes also won Education Champion of the Year for the brilliant work he does to empower young people to make informed financial decisions 📲 https://lnkd.in/ed_UBJSc

Why is it important to know your number in advance of the sale of your business? 💸   Writing for SME Web, co-founder and director, Stephen Jordan, explained how, for business owners, knowledge of your exit number is the foundation of any viable future financial plan, and how it can easily be forgotten about until it's too late.   Read his full article below on how you can maximise your financial future when selling your business 📲 https://lnkd.in/eW5s-MQH

Great to see Susan Nelder on the panel at the HNW Advisor conference this morning, discussing wealth planning considerations for HNWs and business owners 💡#financialplanning #businessowners #highnetworth #planning #financialadvice

Susan Nelder, financial planner at Five Wealth, spoke to The Telegraph about accessing your additional voluntary contribution (AVC) pension.   With Labour's budget announcement fast approaching, it's important to stay on top of your pension planning, as Susan discusses AVC schemes and the difference between defined benefit pensions.   Check out the full article below 👇   https://lnkd.in/ewSTqGHJ

Congratulations to Richard Gosling, Liz Colfer, and Amy Grace for their promotions to director 👏   During their time as associate directors, they have been instrumental in shaping the firm's strategic direction, leading on key projects.   Their promotions come at an exciting time for Five Wealth, with our AUM increasing by almost 20% in the last year and our team expanding by 10% 📈   Read more about their promotions here 📲 https://lnkd.in/eaK_kjdR

🏔️ Last week, the Five Wealth team left the hustle and bustle of the office behind and took a trip to the Lakes for some team building.