�۶���Ƶ Wealth Management in the North West

Office address and contact details
Our team in Manchester

We understand the value of having local knowledge that reaches across the globe. Right here in the heart of Manchester, our client advisors have backgrounds in investment banking, wealth planning and asset management.

If you have bankable assets in excess of 1m GBP and would like to discuss your situation and wealth management needs with one of our advisors, please get in touch.

View of Manchester's Media City Salford Quays

Our wealth management Manchester team is the gateway to �۶��Ƶ's global network and is ready to get to know your needs.

�۶��Ƶ Wealth Management in the North West

1st Floor
4 Hardman Street
Manchester
M3 3HF

Opening hours: 9am-5pm

Regional head: Bradley Russell

E-mail Bradley Russell

Bradley leads the Manchester office and the wider North West Region. Having worked in Wealth Management for over 20 years, Bradley has spent time working in London and Wiltshire, before coming back ‘home’ to Manchester, in 2011, where he has remained ever since, living in Alderley Edge, with his two daughters. Bradley has a particular interest in working with entrepreneurs and philanthropists and helping to connect them with the right experts, both within �۶��Ƶ and externally. Outside of the office, Bradley can be found playing golf (badly) and Padel (slightly less badly) or running and cycling the roads and pavements of Cheshire!

Bradley is involved with a number of local and national charities and chairs a local philanthropy network. Passionate about improving financial literacy amongst first generation wealth creators, Bradley has helped some of the North West’s leading entrepreneurs to better understand their finances and create a lasting legacy over the years and knows this market intimately.

Client Advisors

Responsible for looking after your wealth management needs, client advisors help you with your wealth strategy, advise on investment products and assist you in pension planning. They’re also your gateway to further �۶��Ƶ expertise, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.

Jane Booth

Jane has been a Client Advisor in the Global Wealth Management division for seven years. Jane specialises in crafting bespoke investment plans for each client, managing lifetime wealth, and multi-generational planning. She finds particular joy in building strong, enduring relationships with some of the North of England’s most successful entrepreneurs and their families.

Jane is passionate about improving financial confidence, especially with female clients and the next generation. She also interested in entrepreneurship, investing sustainably, impactful charitable giving and succession planning.

Hailing from Bolton, her educational journey began with a BSc (Hons) in Geography from the University of Exeter before attaining a law degree and professional qualifications at the College of Law in Manchester. In Jane’s early career she practiced as a solicitor providing expert advice on family law matters for wealthy families at two national law firms. Her fascination with investments and financial planning during her legal tenure paved the way to her career in wealth management.

In her spare time Jane is a dedicated yoga instructor with experience in teaching sailing and skiing too. Living in Manchester, she enjoys staying active through activities including running and cycling.

Ellie Edwards

Ellie Edwards has been a dedicated Client Adviser at �۶��Ƶ Global Wealth Management for five years, but she has spent over a decade within the �۶��Ƶ family. Ellie previously held positions involving asset transfers and project management, and she was involved in the �۶��Ƶ SmartWealth project, one of the first Robo-Advisers to market.

Ellie’s investment background, technical knowledge and strong relationship management skills provided her with the foundation and confidence to enter a career in wealth management. At the age of 17, Ellie started working at Investec Asset Management and later pursued a series of professional qualifications including the Investment Management Certificate, Investment Advice Diploma, and Private Client Investment Advice & Management.

Ellie’s career has taken her around the globe with roles at BNY Mellon in both London and Melbourne, Australia. Originally from London, Ellie has been established in Manchester for the past six years. Ellie’s remarkable journey and commitment to client services makes her an invaluable asset to �۶��Ƶ and a reliable partner for individuals seeking expert guidance in wealth management.

Beyond her professional pursuits, Ellie maintains a love for wellbeing and exploration. Regular boxing and gym sessions are her staples, and she aspires to explore new horizons and tick off destinations on her bucket list.

Andy Carroll

Andy joined �۶��Ƶ in 2023 and has over 10 years of financial planning experience. Andy is a Chartered Financial Planner and a Fellow of the Personal Finance Society, and he is experienced in providing financial planning services to High net-worth individuals and business owners. When not at work Andy enjoys attending Sporting events and spending time with Family and Friends.

James Bradshaw

James has spent five years in the Client Account Manager role. James studied Applied Finance with University of Exeter as part of the �۶��Ƶ degree apprenticeship programme

Prior to joining the Manchester team, James was based in the �۶��Ƶ Leeds office. James also completed a year of work experience at an IFA whilst doing his A-Levels. Business Studies was James’s favourite subject at school and he enjoys working with entrepreneurial clients. James also won a national investing competition whilst at school and won a trip to New York including a tour of the New York Stock Exchange, which drew him to a career in finance. James has an interest in behavioural finance following his CFA Level I studies and in private markets. Outside of work, James enjoys running, cooking, music, football, science and technology documentaries

Client Account Managers

Client Account Managers are an integral part of the team, providing you with most of your day-to-day administrative support including payments, transfers and trades.

Anum Zia

Anum has spent four years in this role, based in the Manchester office while studying towards gaining the Level 4 – Investment Management Certificate. Originally from Oldham, Greater Manchester, Anum is interested in various areas of wealth management which includes philanthropy, sustainable & alternative investments as well as the ever evolving digital banking platforms. Anum was first attracted to a career in wealth management as it would enable her to network within a variety of banking sectors, and hone her skills within the banking industry as well as build relationships with clients & colleagues. In her free time, she enjoys baking, going on long walks and spending quality time with her family & friends.

Amanda McNicol

Amanda has over 7 years' experience in the industry in roles including Team Assistant and Private Banking Assistant. She joined �۶��Ƶ in 2015 as a Client Account Manager supporting the client advisors in managing the needs of our clients.

Apprentices

Sara Hussain

Sara has spent three years in the role based in the Manchester office while studying Applied Finance at the University of Exeter. Hailing from Blackburn, Lancashire, Sara is interested in many areas of wealth management including sustainable investing, client relationships and alternative investments. As a people’s person, Sara was first attracted to a career in wealth management as it would enable her to build relationships with others and make meaningful connections with clients and colleagues. She enjoys the individuality of wealth management and using her financial knowledge to build plans that centre on someone’s unique situation and goals.