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.
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