Financial Advice with Jason Adams

Call 01444251891

Financial Advice

Personal success requires determination, consistency and critical acumen. Once you’ve established yourself, it’s important to know that your finances are performing consistently, too. As a valued client I will guide you in all aspects of personal finance, meaning that you and your family will get the most out of your hard-earned assets.

No one person’s financial situation is the same, and I don’t believe our solutions should be, either. I take pride in offering a personal wealth management service that focuses on your own interests and aspirations.

Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, I will work with you to create a bespoke solution and provide tailored, professional advice. Your relationship with me, I hope, will last for many years.

ONE DEDICATED ADVISER, ONE POINT OF CONTACT, ONE HIGHLY PERSONALISED SERVICE

We have a large and well-established client base, principally in the South East of England, with a client retention rate consistently over 99%. With over £600m funds under management, we are proud to be recognised as one of the largest practices by funds under management within the St. James’s Place Partnership.

To have an initial conversation with Jason,
please call 01444251891

Jason Adams – Senior Adviser

Jason Adams joined Wellesley in 2007 as an Adviser, and looks after both private and corporate clients. He specialises in investments, pensions and generational planning.

Jason’s role is very client-centric, and he especially enjoys the problem-solving aspect of what he does. Jason prides himself on the professional and close relationships he has built with clients from working so closely with them, and the trust and bond that this approach generates.

Out of Hours: Jason lives with his wife, Sarah, in Goring-by-Sea. He is a keen squash and golf player – provided they are followed by a pint of Guinness! Jason has a teenage daughter, Jade, with whom he spends a great deal of family time, and who keeps him on his toes!

Watch this short video to find out more about Richard Rochford or get in touch by calling 01444251891

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Wellesley & St. James’s Place Wealth Management

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.

Our Approach

Our approach with St James’s Place offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.

We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.

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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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