Monthly Archives: November 2017


ESG criteria: thinking more deeply about your investments.

Increasingly we find people are interested in their investments beyond their financial return. They want to know more about the nature of the companies and organisations they’re investing in: are they good ‘corporate citizens’ with a good track record in environmental, social and governance concerns? It’s a question we’re asked about a lot – so [...]

2018-01-22T08:14:23+00:00 November 28th, 2017|

Christmas holiday closure dates

Hi everyone, Just a note to say 5 Financial will close for the Christmas break from Friday 22 December to 1 January (inclusive). We open our doors again on Tuesday 2 January 2018. In the meantime, we take this opportunity to thank all of our clients (we love working with you!) and we wish each [...]

2018-01-22T08:14:23+00:00 November 27th, 2017|

Paperwork – simplified!

For clients of 5 Financial, we’re always on the lookout for ways to help make managing your financial world easier. Most now use our wealth portal (MyProsperity) as a way of keeping track of their finances, and are enjoying doing so. We’ve recently begun using a new feature available within MyProsperity – that is, the [...]

2018-01-22T08:14:23+00:00 November 15th, 2017|