Chartered Financial Planner, Senior Adviser
Piers Bonnett has over 24 years’ experience as a Financial Adviser, qualifying as a Chartered Financial Planner in 2012, and subsequently becoming a Fellow of the Chartered Insurance Institute. His expertise lies in inheritance tax planning and retirement solutions.
Piers was invited to join Wellesley in 2011, as he enjoys working closely with clients to achieve their objectives, building a long and trusting relationship. He prides himself on making complex planning understandable to all.
Out of Hours: Piers loves cars, is a keen squash player and runs a large Scout group in Burgess Hill, where he lives. Piers is married to Karen, and they have two sons, Dan and Mikey. Finding a balance between work and family life is very important to Piers – and his family! He has also recently taken up golf, but needs plenty of practice if you fancy a game!
Mr and Mrs Lacey tell us about their relationship with Wellesley and their dedicated adviser, Piers Bonnett. They had been put off financial advice by a negative past experience, but, after attending a Wellesley seminar, they were impressed by our honest and accessible approach. This was the first time they had visited our head office; Piers usually visits them at home.
PA to Piers Bonnett is Tracey Monatgue
PA Assistant to Piers Bonnett is Leanne Lawson
Piers Bonnett has been dealing with my financial affairs for approximately 10 years, during which time he has understood my requirements, been extremely patient and explained things in layman’s terms. I would be happy and confident to recommend him.
Piers, having been our adviser since 2000, has always provided first class advice and service to us. He has advised us on our investments, inheritance tax, as well as giving invaluable help when my mother was going into a nursing home. He has always been professional and trustworthy with a personal touch and we would not hesitate to recommend him to anyone.
Past performance is not a guide to future performance.