Monthly Adviser Insight
Learn more about our team with the Monthly Adviser Insight
At Wellesley Wealth Advisory, we aim to bring you the best service possible. One way we do this is by helping you learn more about our team of advisers.
Each month we will be releasing an edition of our Monthly Adviser Insight, which focuses on one of our advisers so you can learn more about their interests, their motivations, the reason they chose to join Wellesley and some other interesting facts that will help you to gain an overall sense of their personalities.
Chartered Financial Planner, Senior Adviser
Piers Bonnett has over 24 years’ experience as a Financial Adviser, qualifying as a Chartered Financial Planner in 2012, and subsequently becoming a Fellow of the Chartered Insurance Institute. His expertise lies in inheritance tax planning and retirement solutions.