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.”
We talk to Lynne Sheilds about her relationship with Wellesley, and her adviser, Harry Morgan. He usually visits her at home where she feels more relaxed.
Lynne has been with Wellesley for a number of years. Having previously been reluctant to approach financial advisers, Lynne feels completely at ease with Harry and his positive approach to saving.
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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.