About Wellesley Wealth Advisory
Wellesley Wealth Advisory
We have a large and well established client base, principally in the South East of England, with a client retention rate consistently over 99%. With over £540m funds under management, we are proud to be recognised as one of the largest practices by funds under management within the St. James’s Place Partnership.
To take a more active role in the community, Wellesley Wealth Advisory established the Wellesley Charitable Foundation in September 2012. The Foundation acts as a resource for young people living in Sussex and the surrounding area, supporting:
The promotion of community participation in health recreation
The relief of sickness and the preservation of health
Activities which develop the skills, capacities and capabilities of young people to enable them to participate fully in society as mature and responsible adults.
For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully selected fund managers of outstanding ability to manage the St. James’s Place funds.
This approach offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by what St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients. We believe the process we follow provides our clients with the best
chance to achieve superior returns over the medium to long term from expert investment management*.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Wellesley Client Charter
At Wellesley Wealth Advisory we will;
• Fully understand our clients’ financial circumstances
• Identify our clients’ goals and objectives
• Liaise with other professionals and experts as needed
• Formulate advice and make recommendations
• Provide a full explanation of all our costs, charges and advice fees
• Communicate with our clients and provide an ongoing service as agreed by them.
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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.