Five Wealth - a five-star deal

RSM’s merger and acquisition (M&A) and private equity (PE) team advised Five Wealth Limited on successfully securing private equity funding from Foresight Group. The investment supports the company’s succession planning strategy and accelerating future growth plans.

The client

Founded in 2016, Five Wealth is a leading independent wealth management and financial planning company based in Manchester. The company was set up by directors Phillip Dewhurst, Chris Little, Philip Shaw, Stephen Hughes and Stephen Jordan. In the last seven years, the team has grown to include eight advisers with 27 staff members responsible for supporting more than 600 clients across the Northwest.

RSM’s solution 

RSM’s team of experts supported the company in identifying the investment partner (Foresight Group), negotiating the deal terms and project managing the deal through to completion. The funding secured will drive the company’s growth plans both organically and via acquisition.

Transaction team: Rikesh Patel, Ben Everson, Hallam Wilson and Austin Halewood.

Testimonial

‘RSM did a fantastic job guiding us through the process. The team were professional, responsive, and easy to deal with throughout. They managed the process proactively and worked hard to achieve the best outcome possible for Five Wealth. I would have no hesitation in recommending RSM and I’m extremely grateful for their support during our transaction.’

Phil Shaw, Managing Director 

Five Wealth Limited