Our People – Advisers
Our Advisers are here to provide you with personalised plans according to your financial needs and aspirations. With backgrounds in areas such as banking services and mortgages, our Advisers often specialise in specific areas of financial planning. Whether you are interested in investments, pensions or retirement planning, we will match your needs to the correct specialist, who will provide you with professional, tailored advice throughout your relationship.
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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.