What Wellesley Clients Say…
…about Tony Hannigan, Managing Director
As a client since 1999, I sincerely recommend Tony for his thorough and personal investment advice, backed up by impressive active research carried out by St. James’s Place. They consistently test and review investment performance to provide impressive results. Tony thoroughly understands our financial needs and constantly recommends and implements sound active investment management advice. Results over more than 10 years have demonstrated the success of this approach.
Tony has always listened carefully to our changing needs, and given sound advice. Our best interests have always been his first concern, the support team at Wellesley are helpful and thorough. We would not hesitate to recommend them to anyone.
My wife and I are very happy with your service to date, so much so that we can rely on you totally, and have recommended you to others, and will continue to do so.
I have used the services of Tony Hannigan since 1997 and have sought his personal advice in establishing a family trust and IHT planning regular intervals since then. I have found the advice received from him to be very soundly based and most helpful. He keeps us abreast of possible changes in legislation and has the knack of explaining possible courses of action concisely and with real clarity. He has been of enormous value to me in ensuring that my children and grandchildren benefit from sound financial planning. He is backed by a very helpful, competent staff who provide him with excellent support. I have no hesitation in commending Tony to anyone seeking financial planning advice.
…about Wellesley Wealth Advisory and our Advisers
I have been consistently impressed by the professionalism of Wellesley’s and Stephen Gabbitas in particular. He is a trusted adviser and works hard at giving a level of client service far in excess of the norm in the financial services sector.
Since investing with St James’s Place, through Ian Howard of Wellesley Wealth Advisory, I have seen my investment grow in a way I could never have imagined. I don’t really understand the stock market and am so glad to have found someone like Ian, whom I feel really knows the business and looks after my investment well. I’m only a small investor but he never makes me feel unimportant.
We first met with Harry Morgan as a representative of Wellesley when we asked them to undertake a review of our investments. In a short time we have developed a good rapport with him and a high level of confidence in his analytical skills and the advice he has given us. We would have no hesitation in recommending him to anyone.
…about our senior adviser, Ian Howard
Since meeting Ian Howard at a seminar given by Wellesley Investments and subsequently engaging him to act in our financial matters, we have been extremely satisfied in both the professional advice given and the efficient manner in which he has handled our affairs. He has always been approachable and supportive; we would not hesitate to recommend him.
Over a number of years I have found the guidance and support from Ian Howard to be absolutely superb. Ian is the consummate professional, who has proven to be trustworthy and loyal – and his financial planning and support is something I would certainly recommend without hesitation.
I have known Ian Howard since 2009 when St. James’s Place took over as our financial advisers. Almost immediately our position improved, following clear concise advice. Ian explains everything very clearly and in simple terms that one can easily understand. Ian is always on hand when we need his advice and has become a trusted good friend. I would highly recommend Ian and St. James’s Place to anyone needing financial advice or assistance. His continued commitment and sound advice has given us confidence for which we are most appreciative.
…about recommending Wellesley Wealth Advisory
I would not hesitate in recommending Richard Rochford to anyone. He has always offered me an excellent service and I value his support with regard to the administration of my financial affairs. I believe he has always put my interests first when offering sound and trustworthy advice.
Richard Rochford was recommended to me by my father, who has been very pleased with his financial advice and personable nature. I am extremely pleased that Richard quickly and efficiently has managed to collect all my various pensions into a manageable fund with St. James’s Place. He has also taken control of many areas of my finances that now give me a far better return. Richard is very trustworthy, prompt and professional and makes you feel as if you are his most important client. I have been recommending him to many of my friends and colleagues.
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.