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.
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.
Invest time in our newsletter
Wellesley Wealth Advisory together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us.
For further information on our uses of your personal data, please see our Privacy Policy or the St. James’s Place Privacy Policy.
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.
© Wellesley Wealth Advisory 2020
Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH