Investments are only part of the story.
We have a large and well-established client base, principally in the South East of England. With £1bn funds under management as of 1st February 2024, we’re recognised as one of the largest practices by funds under management within St. James’s Place.
We are proud to be a Principal Partner Practice of St. James’s Place. We provide the advice, while having access to St. James’s Place’s distinctive investment approach, and the backing and reassurance of investing with a FTSE 100 company.
They ensure the right fund manager is in place for each fund and support us with administration and corporate governance – giving our advisers more time to spend with you, doing what they do best.
We take a holistic approach to your finances, so you can see how everything fits into the ‘bigger picture’ of your overall game plan. And, we are dedicated to help take the best possible care of you and your family’s financial well-being.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
To take a more active role in the community, Wellesley established the Wellesley Charitable Foundation in September 2012. The Foundation acts as a resource for young people living in Sussex and the surrounding area.
Investments are only part of the story.
We have a large and well-established client base, principally in the South East of England. With £1bn funds under management as of 1st February 2024, we’re recognised as one of the largest practices by funds under management within St. James’s Place.
We are proud to be a Principal Partner Practice of St. James’s Place. We provide the advice, while having access to St. James’s Place’s distinctive investment approach, and the backing and reassurance of investing with a FTSE 100 company.
They ensure the right fund manager is in place for each fund and support us with administration and corporate governance – giving our advisers more time to spend with you, doing what they do best.
We take a holistic approach to your finances, so you can see how everything fits into the ‘bigger picture’ of your overall game plan. And, we are dedicated to help take the best possible care of you and your family’s financial well-being.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
To take a more active role in the community, Wellesley established the Wellesley Charitable Foundation in September 2012. The Foundation acts as a resource for young people living in Sussex and the surrounding area.
Wellesley Client Charter
At Wellesley we will:
• Fully understand our clients’ financial circumstances
• Identify our clients’ goals and objectives
• Liaise with other professionals and experts as needed
• Formulate advice and make recommendations
• Provide a full explanation of all our costs, charges and advice fees
• Communicate with our clients and provide an ongoing service as agreed by them.
2022: A new chapter
We’ve grown a lot over the past 25 years, and in 2022 we took these strong foundations and launched a fresh brand identity – including a handcrafted logo and new strapline to represent our tailored approach to financial advice.
We’re extremely proud of our new branding, and are delighted for you to join us on the next step in our journey.
Financial advice, built around you.
Wellesley Client Charter
At Wellesley we will:
• Fully understand our clients’ financial circumstances
• Identify our clients’ goals and objectives
• Liaise with other professionals and experts as needed
• Formulate advice and make recommendations
• Provide a full explanation of all our costs, charges and advice fees
• Communicate with our clients and provide an ongoing service as agreed by them.
2022: A new chapter
We’ve grown a lot over the past 25 years, and in 2022 we took these strong foundations and launched a fresh brand identity – including a handcrafted logo and new strapline to represent our tailored approach to financial advice.
We’re extremely proud of our new branding, and are delighted for you to join us on the next step in our journey.
Financial advice, built around you.
Please note that clicking a link will open the external website in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, product or services by us or St. James’s Place.
Your financial future and available options can be confusing, view our frequently asked questions.
Invest time in our newsletter
Wellesley together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James’s Place Privacy Policy