Our People – Paraplanners
Our team of Paraplanners play a key part in Wellesley’s team by performing tasks such as implementing recommendations and also supporting our Advisers with their specialist knowledge in various financial products. This allows our Advisers to work more closely with the clients to offer the personalised service on which Wellesley Wealth Advisory prides itself.
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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.