We realise it is a difficult time, and that COVID-19 continues to give the country unprecedented problems. We do however have the technology to ensure that we can carry on working and giving advice as normal. Should you wish to speak to an adviser do not hesitate to get in touch.

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Wellesley Wealth Advisory
One Dedicated Adviser, One Point of Contact, One Highly Personalised Service.

Wellesley Wealth Advisory, a Principal Partner Practice of St. James’s Place Wealth Management, is a team of financial experts dedicated to
fulfilling your wealth’s potential. We understand that your financial situation is unique. This understanding informs everything we do, and it’s why
we offer you a single relationship to meet all of your financial needs.

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The latest views on investment markets to developments in taxation, retirement, and estate planning.

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Personal Financial Advice

Personal success requires determination, consistency and critical acumen.

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Planning For Your Future

It’s never too early to start planning for either your own or your family’s financial future.


Effective Tax Planning

It’s very important that any investments you plan to make are right for you and achieve your desired outcome.


Later Life Planning

Retirement should be planned well in advance, allowing you to enjoy a lifetime of hard work.


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WealthSafe: a lifetime of paperwork at the click of a button

Gain access to a lifetime of paperwork at the click of a button with WealthSafe.
Keep all your important paperwork in one place and instantly share documents
with your Wellesley adviser in a secure environment.

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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.


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