Five Wealth appoints co-founder Steve Jordan as CEO - IFA Magazine

Five Wealth has appointed co-founder and director Steve Jordan as CEO, as the Manchester-based independent wealth management firm celebrates its tenth anniversary. Since launching in 2016, Five Wealth has expanded from a team of five to more than 40 people, with assets under management now exceeding £1.25bn - less than a year after surpassing the £1bn milestone in October 2025. The firm specialises in supporting business owners, entrepreneurs and high-net-worth individuals with financial planning and investment management, helping clients realise their ambitions through every stage of life. As one of the original founders and a member of the senior leadership team since day one, Steve has a wealth of experience and knowledge of the firm's clients and culture and has been one of the central figures in developing the company's future vision.

In his new role he will lead the business as it continues its growth strategy which remains focused on organic growth, new hires and exploring tactical acquisitions. In addition to playing a central role in growing the business, Steve has been instrumental in driving Five Wealth's culture and wider community impact. He has led the firm's fundraising efforts for Support Dogs, helping raise more than £100,000 through a series of charity dinners that have brought together prominent business leaders and professionals from across the North West. "It's a real privilege to step into the role of CEO.

Helping to build Five Wealth over the last 10 years has been an incredibly rewarding journey, and I'm proud to lead the business into its next chapter alongside such a talented team. "What has always made Five Wealth different is the relationships we've fostered, both with our clients and with each other. My priority is to build on that culture by continuing to invest in our people, support the next generation of advisers and ensure we're delivering the highest standards of advice for every client." "Steve becoming CEO, and taking on the responsibility of guiding Five Wealth into the future, is an exciting development for the company and represents another major milestone in the Five Wealth story. I look forward to working with him as we start this next chapter and look to build on our success to date".