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Epsom - 17/09/2019
Investment & Inheritance Tax Planning Seminar
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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.

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The latest views on investment markets to developments in taxation, retirement, and estate planning.

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Personal Financial Advice

Personal success requires determination, consistency and critical acumen.

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Planning For Your Future

It’s never too early to start planning for either your own or your family’s financial future.

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Effective Tax Planning

It’s very important that any investments you plan to make are right for you and achieve your desired outcome.

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Later Life Planning

Retirement should be planned well in advance, allowing you to enjoy a lifetime of hard work.

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“Clients come to Wellesley because they know they can trust us to be absolutely open with them at every step of the process.”

Tony Hannigan

Managing Director

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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.

A knowledgeable advice service tailored to you and your specific needs.

At Wellesley, we support a wide variety of investment values.

Your financial future and available options can be confusing, view our frequently asked questions.

Client Testimonials

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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