Edward Robert Wade

Senior Wealth Advisor

In his role as Senior Wealth Advisor, Wade works to familiarize himself with the particulars of each client’s unique needs and works to provide the best financial plan for each of his individual clients. Wade’s approach isn’t only about being knowledgeable of market trends, but also includes getting to know his client’s long and short-term goals and working together to create a plan best suited to their needs.

Wade worked for Lloyd's Bank for 15 years in financial services and asset management before joining Aldwin Callen in 2016.

Originally from Manchester UK, Wade is a devoted family man and active in a number of local charities. Wade earned a bachelor's degree in finance from The University of Manchester.

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