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16 December 2022

Five Wealth in 2022

News & Insights

Liz Schulz

As we bring 2022 to a close, we thought it would be great to reflect on the numbers which have played such a key part in our success over the last 12 months…

1 – the number of charity events hosted, taking place at The Radisson in Manchester city centre with around 250 attendees

2 – the number of team members that joined Five Wealth (Steven Prieditis and Finnley Brunel), both of whom provide support in a paraplanner capacity

2 – the number of staff members who have started the process of moving into an adviser role (Tyme Regent-Bascombe and Jordan Wheatley)

3 – the number of newborns that joined the ranks (with Ezra born to Nathan and his wife Beth, Tamio born to Tyme and his partner Toni, and Frank our sponsored support dog)

5 – the number of qualifications achieved by staff members (with Anthony Moss, Andy Denton and Sam Sharkey all gaining the Diploma in Financial Planning, Tyme Regent-Bascombe becoming a Chartered Financial Planner, and Steve Hughes becoming a Fellow of the Personal Finance Society).

6 – the anniversary we reached in August, and what a 6 years it has been!

12 – the number of clients that have either sold their business during the year, or have experienced a significant capital event

15 – the number of exams passed by our team members (including Nathan Holland, Sam Wright, Anthony Moss, Andy Denton, Tyme Regent-Bascombe and Sam Sharkey)

22 – the number of new Five Wealth branded hoodies ordered to keep our staff warm, with another order put in recently for more (could be added to a shop on our website if we get enough demand…)

27 – the number of clients this year we have assisted through a ‘retirement’ event (in some form or another!)

35 – the number of ‘Next Generation Advisers of 2022’ named by Citywire, a list on which 2 of our advisers appeared (Rick Gosling and Liz Schulz)

47 – the winning score from our ‘Axe Throwing Champion’ (Sam Wright) at this year’s Christmas party

52 – the number of new families that we have had the privilege of welcoming as clients to Five Wealth during the year

270 – the number of clients that we currently work with who are under the age of 40

450 – the number of coffee pods consumed to help clients through our in-person meetings!

And finally…

£36,210 – the total amount raised for Support Dogs, who were our chosen charity of the year and for whom we have been named as ‘Fundraisers of the Year 2022’

Hopefully you’ll agree, not a bad year by anyone’s standards!

We’d like to thank our staff for their hard work, and our clients and professional contacts for their ongoing support. Here’s hoping everyone has a great festive break, and we’ll see you in 2023!

If you would like further information on anything covered in this article, please get in touch via the contact page.