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:
- The promotion of community participation in health recreation
- The relief of sickness and the preservation of health
- Activities which develop the skills, capacities and capabilities of young people to enable them to participate fully in society as mature and responsible adults.
To find out more about Wellesley Charitable Foundation, please visit their website.