Five Wealth recognised in Citywire’s Top 100 Financial Planning Firms for 2025
We’re pleased to share that Five Wealth has been named in the Citywire New Model Adviser Top 100 for 2025, an annual list celebrating some of the most forward-thinking and client-centred financial planning firms in the UK. While industry recognition is never our primary goal, it’s always meaningful when the work we do for clients is acknowledged in this way.
Why this recognition matters
Citywire’s Top 100 uses a detailed scoring framework to assess the quality of advice, investment propositions, client experience, technology, professional standards and long-term planning within each firm. Being included reflects the progress we’ve made over the past year to strengthen the support we provide and build a business designed to serve clients for decades to come.
For us, this recognition reinforces that the areas we continue to invest in – people, processes, technology and education – are the ones that genuinely enhance the experience and outcomes for our clients.
A year of development and meaningful growth
We have welcomed new advisers, continued to develop talent from within, and recruited both a COO and Compliance Officer to strengthen our operational foundations. Several long-standing team members have progressed into Director roles, supporting the next generation of leadership and ensuring continuity for clients as their financial journeys evolve.
Alongside team development, we have invested in improving our processes, refining our client proposition and enhancing the tools and technology we use day to day. Our rebrand and renewed focus on communication, including more events, thought leadership and community engagement, have helped us deepen our relationships across the North West.
This year also marked a major milestone, as we surpassed £1bn in assets under management for the first time. This growth has been driven largely by client referrals and the expansion of our adviser team, and we are grateful for the trust and confidence this reflects.
Continuing our commitment to education and community impact
Financial education remains a core part of our purpose. Our Next Generation workshops, community events and regular client updates aim to help people feel more informed and confident about their financial decisions at every stage of life. We also continue to support schools and local organisations to promote better financial literacy across the region.
Looking forward
Being named in the Citywire Top 100 is a proud moment, but more importantly, it validates the long-term approach we take to building a stable, values-led financial planning business. We’re committed to continuing to evolve, invest and grow in ways that support our clients’ ambitions.