Make confident financial decisions
Request your free guides
I’ve worked in financial services for over 30 years, helping people like you achieve their financial goals. Having lived locally all my life, I’m passionate about playing an active role in the community and building long-lasting relationships with clients and their families.
I’ve put together some free resources for you to download. These handy guides are full of practical tips you can start using right away.
Five tips for Inheritance Tax planning
Leaving a good inheritance can be life-changing for your loved ones – but don’t leave it to chance! Here are five top tips on how you can make sure your money lives on.
Guide to early retirement
There’s no shortcut to a comfortable retirement. Investing the time to get your pension plans into shape can help ensure you’ll have the future you deserve.
2025/26 tax year-end checklist
The new tax year brings fresh opportunities to grow your wealth. Our handy checklist will help guide you through some of the key areas to consider.
Once you’ve selected a guide (or even multiple guides!), scroll to the bottom of the page to fill in the form – you’ll then receive a link direct to your inbox to download the guide(s) you’re interested in.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Make confident financial decisions
Request your free guides
I’ve worked in financial services for over 30 years, helping people like you achieve their financial goals. Having lived locally all my life, I’m passionate about playing an active role in the community and building long-lasting relationships with clients and their families.
I’ve put together some free resources for you to download. These handy guides are full of practical tips you can start using right away.
Five tips for Inheritance Tax planning
Leaving a good inheritance can be life-changing for your loved ones – but don’t leave it to chance! Here are five top tips on how you can make sure your money lives on.
Guide to early retirement
There’s no shortcut to a comfortable retirement. Investing the time to get your pension plans into shape can help ensure you’ll have the future you deserve.
2025/26 tax year-end checklist
The new tax year brings fresh opportunities to grow your wealth. Our handy checklist will help guide you through some of the key areas to consider.
Once you’ve selected a guide (or even multiple guides!), scroll to the bottom of the page to fill in the form – you’ll then receive a link direct to your inbox to download the guide(s) you’re interested in.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
About me
I joined Wellesley in 2014 as a Senior Adviser, following an extensive working background in financial services – starting in 1993 as a Trader on the London International Financial Futures and Options Exchange (LIFFE) before working for NatWest and Nationwide.
I believe that working closely with clients is the key to helping them realise and achieve their financial goals. I enjoy building long-lasting relationships with clients, helping them to save on taxes and providing more financial options for their future. I’d love to help you do the same.
Let’s talk about your financial future
If you’re looking to secure your family’s future, grow your business or plan your ideal retirement, I’m ready to help you.
Contact me using the details below to book your free, no-obligation financial review!
Ben Saunders | Senior Adviser
01444 244551 | ben.saunders@sjpp.co.uk
About me
I joined Wellesley in 2014 as a Senior Adviser, following an extensive working background in financial services – starting in 1993 as a Trader on the London International Financial Futures and Options Exchange (LIFFE) before working for NatWest and Nationwide.
I believe that working closely with clients is the key to helping them realise and achieve their financial goals. I enjoy building long-lasting relationships with clients, helping them to save on taxes and providing more financial options for their future. I’d love to help you do the same.
Let’s talk about your financial future
If you’re looking to secure your family’s future, grow your business or plan your ideal retirement, I’m ready to help you.
Contact me using the details below to book your free, no-obligation financial review!
Piers Bonnett FPFS | Chartered Financial Planner
01444 244551 | piers.bonnett@sjpp.co.uk
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