Our People
Our dedicated team is here to assist you in taking the best possible care of you and your family’s financial needs. We aim to create long-lasting relationships between our clients and advisers, so we will carefully match your individual needs with the correct adviser from the very beginning of your journey with us. Our people are here to provide a highly personalised service.
Senior Advisers
Advisers
Paraplanning Team
Administration Team
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.
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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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