Make confident financial decisions

Request your free guides

I’ve worked in financial services for many 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.

Lets 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 no-obligation financial review!

Ben Saunders | Senior Adviser

01444 244551 | ben.saunders@sjpp.co.uk

Submit your details

    Please tick this box if you would like to receive further communication from Wellesley, including news of our seminars, services and our latest news.

    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.

    Make confident financial decisions

    Request your free guides

    I’ve worked in financial services for many 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.

    Lets 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 no-obligation financial review!

    Ben Saunders | Senior Adviser

    01444 244551 | ben.saunders@sjpp.co.uk

    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!), you’ll receive a link in 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.

    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!), you’ll receive a link in 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.

    Submit your details

      Please tick this box if you would like to receive further communication from Wellesley, including news of our seminars, services and our latest news.

      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.

      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.