Russell founded The Wealth Management Group Llp following a successful career as an independent financial adviser both in the UK and abroad. Working with private and corporate clients, Russell is Diploma in Financial Planning (Dip PFS), qualified. A specialist in auto enrolment, he is the one of the key partners in the collaboration with Intelligent Money and SSLPost that is now delivering automatic enrolment solutions to Employers, via Advisers, throughout the United Kingdom. This same expertise is delivered to Wealth Management clients through the AutoEnroll.Me brand.
In his “spare time” Russell is kept very busy with family pursuits, travel and is often seen on his bicycle on the tow paths around Victoria Mills.
Wendy is a founding member of The Wealth Management Group Llp, with responsibility for finance. She is qualified in Sage accounts and payroll. Wendy was also a lecturer and assessor at Shipley College. Wendy began her career teaching children at primary school level. Outside the work environment, Wendy is very active in outdoor sport pursuits, supporting her children through University and enjoys art, reading and socialising.
David Perkins is Managing Director and founder of Wealth Analytics Limited, an independent investment research consultancy, specialising in portfolio solutions for the advisory market. David has worked in the financial services industry for the last 25 years and prior to focussing on the investment management side, previously owned and ran an IFA practice himself. David has passed the CFA level 1 examination, holds the Investment Management Certificate and has passed the Securities and Futures Authority’s Securities Representative exam. David also holds the Advanced Financial Planning Certificate.