Five Wealth looks to double AUM as it exceeds £1bn for the first time

Driven by ‘organic growth’ and adviser team expansion

Isabel Baxter
clock • 1 min read

Five Wealth’s assets under management (AUM) has exceeded £1bn for the first time and it is looking to double that in the next three to four years.

The Manchester-based firm ended July 2025 with £1.08bn AUM, a 36% increase from £794.6m the previous year. Five Wealth attributed this increase to organic growth and the expansion of its adviser team. The firm now aims to double AUM again within the next three to four years through continued client referrals, acquisitions and selective recruitment. Over the same period, the Five Wealth also saw revenues rise to approximately £4.5m for the year ending 31 July 2025, more than 18% higher from £3.8m in 2023/24. This follows £6.7m investment from Foresight Group in 2023, which Five W...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

SJP adviser departure sparks dispute over who owns client relationships

SJP adviser departure sparks dispute over who owns client relationships

Rob Stroud left SJP for True Potential after 18 years

Isabel Baxter
clock 08 October 2026 • 4 min read
Aberdeen sells half of stake in Standard Life for £436m

Aberdeen sells half of stake in Standard Life for £436m

Retains 5.2% holding

clock 08 October 2026 • 1 min read
Milecross Financial makes six acquisitions since Openwork buyout

Milecross Financial makes six acquisitions since Openwork buyout

Three more acquisitions in the pipeline

Isabel Baxter
clock 08 October 2026 • 2 min read