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HomeZoe Harrison2025-01-08T10:30:27+00:00

Tax year end Find out more The new tax
year is here A new tax year has officially begun, bringing fresh opportunities to grow your wealth and plan ahead with confidence. While next April may seem far away, starting early can make a real difference. Financial Advice Planning for your future doesn’t begin with income, products and portfolios. It starts with you. And together, we’ll help to plan a happy and financially secure life. So you can focus on living it. Our Team Our Story Financial advice, built around you. Our Services Mortgage Services Mortgage Services Mortgages are one of the biggest financial decisions you’ll make in your life – so it’s important to seek expert advice to help to ensure you have peace of mind at all stages of the process.

Your home may be repossessed if you do not keep up repayments on your mortgage. Find out more Her Wealth Her Wealth We’re proud to represent male and female clients. And, while it goes without saying that both can experience the same stressors, there’s no avoiding the fact that women can face a number of unique challenges. Find out more

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SJP Approved 17/02/2025

Wellesley is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Wellesley is a trading name of Wellesley Investment Management Ltd. Registered Office: 44 The Pantiles, Tunbridge Wells, Kent, England TN2 5TN. Registered in England & Wales, Company No. 06530147

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