Spotlight on…. Sharon Brayshaw
Working closely for more than 15 years with co-founder and director, Steve Jordan, our long-serving financial planning assistant, Sharon Brayshaw, is finally ready for retirement. We spoke to her to find out about her varied career in finance.
When did you start your career, and where?
I started at Scottish Provident when I was just 17. It was a completely different world back then. Over the years, the company changed hands – it became Scottish Mutual, then Santander. After that, I was part of building Dewhurst Torevell, which I then left to help launch Five Wealth.
How long have you been working alongside Steve?
I’ve worked with Steve for 18 years. He might not like to hear it but when he started, he was just a mere boy!
What roles have you held during your career?
I’ve worked in life insurance, protection, and even mortgage underwriting. While I didn’t particularly like numbers in my youth, I sort of fell into finance through a job agency in Manchester after a year of secretarial college. I have ended up enjoying my many roles in the industry and never looked back!
How has your role evolved over the years?
Initially, I focused on admin and paraplanning. When Five Wealth was established, my work leaned more towards admin. The company has grown so much since then, and it’s amazing to see where it’s at now. We have moved away from a small business to a serious corporate firm which is testament to the hard work of everyone – it feels like a great time to finally retire.
How has Five Wealth changed since its launch?
It’s grown tremendously, becoming more corporate while still retaining a friendly culture. There are so many young people there now, and the directors and staff are all genuinely nice. Steve’s client base has expanded, and the company keeps going from strength to strength.
What are your plans for retirement?
Retirement hasn’t fully hit me yet! I’d like to find a little part-time job – maybe something local in a shop. But I want to enjoy some time off first, take more trips to the Lake District, and read more on my Kindle.
Do you have any advice for the person taking over your role?
Be prepared to work hard and stay flexible. Many clients may treat you like part of their own family, which can be a positive experience, but it’s important to understand their expectations before starting the job. Being adaptable and open to new processes will help you succeed and navigate any changes smoothly.
Any final thoughts?
It’s been an incredible journey. Five Wealth has grown so much, and it’s rewarding to see it become an established business. While I’m looking forward to this next chapter, I’ll always treasure the memories and the people I’ve worked with.