ZEDRA Manchester

Director

Sue Wakefield

Sue has worked in the financial services industry for over 30 years specialising in onshore trust structuring for HNW individuals. She has gained extensive experience in administering, managing and facilitating the creation of fiduciary structures for private clients. Her work with intermediaries has given her vast experience of assisting clients as part of a multi disciplinary team of trusted advisors.

An area of specialism for Sue is Philanthropy and Charitable Foundations and she spent several years managing active grant making foundations and advising clients on their creation. Sue held a number of leadership positions within Barclays Wealth leading client facing teams before joining ZEDRA. As a Trust Director at ZEDRA, she continues to focus on trust & corporate structuring as well as handling client relationships and managing new business introductions and business development.

Sue is a member of STEP and holds the Society’s Diploma in Trusts and Estates – England & Wales.

Contact

Contact Sue for

  • Escrow Services
  • Estate Planning & Wealth Protection
  • Family Office
  • Philanthropy
  • Probate and Estate Administration
  • Structuring
  • Succession Planning
  • Trust & Foundation Services

Languages spoken:

  • English