• Five Wealth Limited is a boutique financial planning business with over £670 million AUM
  • Investment from Foresight’s North West focused fund will accelerate Five Wealth’s ambition to support more individuals with their plans for a secure financial future

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Manchester, 16 May 2023: Foresight Group (“Foresight”) the leading listed infrastructure and regional private equity investment manager, has invested £6.7 million in Five Wealth Limited (“Five Wealth” or “the Company”) to support equity release for existing shareholders and provide additional growth capital.

The Company is a Manchester-based boutique financial planning business operating primarily in the North West of England with clients across the UK. Founded in 2016, the business has developed into a well-known wealth manager and financial advisor, with over £670 million of AUM and 27 employees. The business uses its established local presence to build trusted, long-term relationships with individuals and their families in the region and beyond.

Foresight’s investment facilitates the retirement of Chris Little, a co-founder of Five Wealth, and provides equity release for other shareholders, as well as additional capital to support the Company’s ongoing plans for organic and inorganic growth. Under the leadership of Phil Shaw as Managing Director, the investment will assist the continuing ambition of Five Wealth to support individuals in the North West of England and beyond with their plans for a secure financial future.

Following the investment, Tim Parsons has joined Five Wealth as Non-Executive Chair, bringing his extensive financial services and wealth management experience, including as founder and MD of Succession Wealth. The management team has been further bolstered by the addition of Jonathan Partington as Finance Director.

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