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Investment & Inheritance Tax Planning Seminar

Expertly led wealth management seminars from Wellesley Wealth Advisory

The Investment and Inheritance Tax Seminars at Wellesley Wealth Advisory are free and developed to help you maximise your capital and safeguard intergenerational wealth. In partnership with St. James’s Place, our financial advisers lead these seminars to help you safeguard your money.

Wellesley Wealth Advisory are expert financial planning advisers who specialise in intergenerational wealth management, investment management and investing planning. Hosting these Inheritance Tax and Investment seminars, Wellesley aim to support the development of a secure and profitable wealth profile for each attendee.

Each seminar commences at 10:00 with coffee and will be followed by lunch at 13:00.


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