Our People – Senior Advisers/Directors
Our Senior Advisers have a wealth of knowledge and expertise, from decades of industry experience. They each have broad expertise across the financial advisory spectrum, but often specialise in certain areas, such as investments, pensions, and inheritance tax planning. This allows us to offer a more bespoke service based on clients’ individual needs.
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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.