About Us

About Us

Wellesley Wealth Advisory has a large and well established client base, principally in the South East of England, with a client retention rate consistently over 99%. Wellesley has over £493m funds under management, making it the one of the largest practices by funds under management within the St. James's Place Partnership.

To take a more active role in the community, Wellesley Wealth Advisory established the Wellesley Charitable Foundation in September 2012.  The Foundation acts as a resource for young people living in Sussex and the surrounding area, supporting:

To find out more about Wellesley Charitable Foundation, please visit their website.