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.
One Highly Personalised Service
Planning For Your Future
It’s never too early to start planning for either your own or your family’s financial future.
Effective Tax Planning
It’s very important that any investments you plan to make are right for you and achieve your desired outcome.
Later Life Planning
Retirement should be planned well in advance, allowing you to enjoy a lifetime of hard work.
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.
“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
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
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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WealthSafe: a lifetime of paperwork at the click of a button
Gain access to a lifetime of paperwork at the click of a button with WealthSafe.
Keep all your important paperwork in one place and instantly share documents
with your Wellesley adviser in a secure environment.
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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.
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© Wellesley Wealth Advisory 2018
Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH