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.
Richard featured in our October 2019 Monthly Adviser Insight, a segment designed to help you to learn more about our expert team. In this informal ‘get-to-know-you’ video, Richard discusses why he chose Wellesley, his family and hobbies…