FAQs2018-11-15T12:55:30+00:00

Frequently Asked Questions

Frequently Asked Questions.

Here are a few questions that we are asked on a regular basis. They may help to answer any initial questions you have regarding Wellesley Wealth Advisory or wealth management in general. — 

No, however our clients typically invest upwards of £50,000 initially.

All client meetings are based at a location to suit you, either here at Wellesley Wealth Advisory, your home or a place of work.

We aim to meet at least once a year but it can be on a more regular basis to suit your individual needs.

Our typical ongoing charge is less than 2% per annum, this charge includes:

Charges do vary based on your tailored solutions, all of which are detailed during your consultations.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.

We provide advice to clients all over the UK. We currently have clients as far north as Edinburgh, fantastic coverage on the south cost; across to Cornwall in the South West and Dover in the South East.

Yes you can, you will be provided with log in details as part of the client set up process.

Our initial consultation/meeting is complimentary as well as no obligation – this means you get to know your adviser and Wellesley Wealth Advisory before any commitment.

In simple terms, to ensure your funds work harder for you. Here at Wellesley Wealth Advisory our dedicated advisers have many years’ experience in wealth management and will work with you to create a bespoke solution centered on your individual interests and aspirations.

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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.

If you would like more information, please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk

Goodwood Hotel - 31/01/2019
Investment & Inheritance Tax Planning Seminar
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