Our Manchester office is a historic part of the WH Ireland group, being where the firm’s founder, William Henry Ireland, began operating his stockbroking business.
Serving the North West of England, the team manages wealth for individuals, trusts, pension funds, charities, and corporates both as direct clients and via intermediaries and financial advisers in the Greater Manchester and wider area.
The office employs people within the Wealth Management arm and remains the base for the group’s overall administrative activities. The team prides itself on high levels of customer service and benefits from a close working relationship and the significant resources available within the wider group.
Our Investment Management team in Manchester is active in the local financial community, with involvement with organisations such as ProManchester, and the London Stock Exchange North West Regional Advisory Group.
The office is headed up by Robert Race, who is supported by Deputy Head of Branch Andrew Shepherd, and Investment Managers Peter Clegg and James Peters.
Robert is a Chartered Fellow of the Chartered Institute for Securities and Investment and a Chartered Wealth Manager. He joined WH Ireland Limited in 2014 as Head of Wealth Management at the Manchester office.
Robert has over 30 years’ experience advising a number of high net worth individuals and families, trusts and charities across the UK. As well as being Chairman of the North West Regional Advisory Group of the London Stock Exchange, Robert chairs the Board of Trustees of the Wood Street Mission, the Manchester children’s charity. He has previously chaired Pro Manchester, the corporate membership organisation representing the financial and professional service community in and around Greater Manchester.
Andrew is a Chartered Fellow of the Chartered Institute for Securities and Investment and Deputy Head of Manchester Wealth Management and is responsible for the management of trust, corporate and private client assets. Andrew chairs the Group’s Collectives Committee and is a key member of the Asset Allocation and Portfolio Construction Committees.
After attending Hayward High School in Bolton, Andrew studied and attained a BA (Hons) in Economics from the University of Sheffield and was awarded the Clayton Prize for Economics on graduation.
Andrew began his career in 1998 as a Portfolio Manager with Capel Cure Myers, which later became part of Barclays Wealth. Andrew subsequently joined WH Ireland Limited as Associate Director in 2008.
Having graduated from the University of York with a degree in Economics and Economic & Social History, Phil began his career in the wealth management industry in London in 1999. Phil has achieved both Chartered Financial Planner and Chartered Wealth Manager status – qualifications regarded as the ‘gold standard’ of excellence and integrity for the wealth management industry.
Phil is a highly experienced and natural relationship builder and joined WHIreland in 2016 having previously worked at Barclays Wealth Investment Management and Coutts (in Manchester) where he provided specialist advice to high net worth individuals and families. Phil’s focus is to provide tailored financial planning solutions to clients with a particular focus on investment, retirement, and estate planning strategies within tax-efficient structures.