Frequently Asked Questions

Here are a few questions that we are asked on a regular basis. They may help to answer any initial questions you have regarding Wellesley or wealth management in general.

No, however our clients typically invest upwards of £50,000 initially.

All client meetings are based at a location to suit you, either here at Wellesley, your home or a place of work.

We aim to meet at least once a year but it can be on a more regular basis to suit your individual needs.

Our initial consultation/meeting is at no obligation – this means you get to know your adviser and Wellesley before any commitment.

In simple terms, to ensure your funds work harder for you. Here at Wellesley our dedicated advisers have many years’ experience in wealth management and will work with you to create a bespoke solution centered on your individual interests and aspirations.

Frequently Asked Questions

Here are a few questions that we are asked on a regular basis. They may help to answer any initial questions you have regarding Wellesley or wealth management in general.

No, however our clients typically invest upwards of £50,000 initially.

All client meetings are based at a location to suit you, either here at Wellesley, your home or a place of work.

We aim to meet at least once a year but it can be on a more regular basis to suit your individual needs.

Our initial consultation/meeting is at no obligation – this means you get to know your adviser and Wellesley before any commitment.

In simple terms, to ensure your funds work harder for you. Here at Wellesley our dedicated advisers have many years’ experience in wealth management and will work with you to create a bespoke solution centered on your individual interests and aspirations.

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