Wellesley Wealth Advisory
One Dedicated Adviser, One Point of Contact, One Highly Personalised Service.
Wellesley Wealth Advisory, a Principal Partner Practice of St. James’s Place Wealth Management, is a team of financial experts dedicated to
fulfilling your wealth’s potential. We understand that your financial situation is unique. This understanding informs everything we do, and it’s why
we offer you a single relationship to meet all of your financial needs.
The latest views on investment markets to developments in taxation, retirement, and estate planning.
“Clients come to Wellesley because they know they can trust us to be absolutely open with them at every step of the process.”
“I wouldn’t hesitate to recommend Tony to others, in the knowledge he would do his level best for them and they would not come away disappointed.”
“What struck me about Tony was his holistic approach to financial investment, he looked at the whole of our financial situation, not just our investments but our mortgage, our building societies and everything – he took all of that into account.”
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Wellesley Charitable Foundation
The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.