Make confident financial decisions

Request your free guides

I joined Wellesley in 2011 and became a Chartered Financial Planner in 2012. I believe financial planning should be personal, and I enjoy working closely with my clients, really getting to know them and building relationships that last for years.

I was delighted to be featured in the VouchedFor 2025 Top Rated Financial Adviser Guide, published in The Times. This recognition is based on real client reviews, reflecting the trusted, long-term relationships I build – and the results I deliver.

Over the years, I’ve helped hundreds of people feel confident in their financial future – and I’d love to help you do the same.

St. James’s Place have 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

So, whether you’re looking to build stability for your loved ones, grow your business or plan your dream retirement, please get in touch to book a no-obligation financial review.

Get in touch using my details below!

Piers Bonnett FPFS | Chartered Financial Planner

01444 244551 | piers.bonnett@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 joined Wellesley in 2011 and became a Chartered Financial Planner in 2012. I believe financial planning should be personal, and I enjoy working closely with my clients, really getting to know them and building relationships that last for years.

    I was delighted to be featured in the VouchedFor 2025 Top Rated Financial Adviser Guide, published in The Times. This recognition is based on real client reviews, reflecting the trusted, long-term relationships I build – and the results I deliver.

    Over the years, I’ve helped hundreds of people feel confident in their financial future – and I’d love to help you do the same.

    St. James’s Place have 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

    So, whether you’re looking to build stability for your loved ones, grow your business or plan your dream retirement, please get in touch to book a no-obligation financial review.

    Get in touch using my details below!

    Piers Bonnett FPFS | Chartered Financial Planner

    01444 244551 | piers.bonnett@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 provide 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 provide 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.