One Dedicated Adviser
One Point of Contact
One Highly Personalised Service.
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.”
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.
Nikki talks about why she finds Senior Adviser Jason Adams’ thoughtful and holistic approach to financial advice so refreshing.
Jason has made Nikki think differently about her money and long-term planning, and she appreciates the fact that he tells her what she needs to know and then lets her decide what to do, making her feel in complete control.
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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.