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 typical ongoing charge includes:

  • The advice charge
  • The product/platform charge
  • The fund charge

When you invest with St. James’s Place you pay for the advice and the products we recommend. More information on these charges can be found here. You will receive a personalised illustration which sets out how these charges apply to your specific investment from Wellesley prior to you making an investment and incurring any of these charges.

St. James’s Place Benefits:

  • St. James’s Place Investment Management Approach read more.
  • St. James’s Place Guarantee read more.

We provide advice to clients all over the UK. We currently have clients as far north as Edinburgh, fantastic coverage on the south cost; across to Cornwall in the South West and Dover in the South East.

Yes you can, you will be provided with log in details as part of the client set up process.

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 typical ongoing charge includes:

  • The advice charge
  • The product/platform charge
  • The fund charge

When you invest with St. James’s Place you pay for the advice and the products we recommend. More information on these charges can be found here. You will receive a personalised illustration which sets out how these charges apply to your specific investment from Wellesley prior to you making an investment and incurring any of these charges.

St. James’s Place Benefits:

  • St. James’s Place Investment Management Approach read more.
  • St. James’s Place Guarantee read more.

We provide advice to clients all over the UK. We currently have clients as far north as Edinburgh, fantastic coverage on the south cost; across to Cornwall in the South West and Dover in the South East.

Yes you can, you will be provided with log in details as part of the client set up process.

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.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Invest time in our newsletter

Wellesley 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