Our People

Our dedicated team is here to assist you in taking the best possible care of you and your family’s financial needs. We aim to create long-lasting relationships between our clients and advisers, so we will carefully match your individual needs with the correct adviser from the very beginning of your journey with us. Our people are here to provide a highly personalised service.

Advisers

Paraplanning Team

Administration Team

Our People

Senior
Advisers

Advisers

Paraplanning
Team

Administration
Team

Senior Advisers

Advisers

Paraplanning Team

Administration Team

Tony Hannigan

Chairman of the Board

Shaun Terson

Chief Executive Officer

Advisers

Richard Rochford

Director

Ian Howard

Director

Harry Clewley

Director

Christopher Barnard

Adviser

Joseph Crocker

Adviser

Kieron Woodland

Adviser

Rowan Higgs

Chartered Financial Planner

Sam Light

Adviser

Paraplanning Team

Robin Franke

Technical Administrator

Administration Team

Courteney Richardson

Head of Finance

Gemma Goldsmith

Head of Marketing

Emma Rush

Marketing Manager

Marion Pyle

FPA & People Manager

Will Bates

Finance Manager

Kay Hope

Financial Planning Assistant

Tracey Montague

Financial Planning Assistant

Hayley Jones

Financial Planning Assistant

Dillan Wisden

Financial Planning Assistant

Hollie Groucutt

Financial Planning Assistant

Wellesley Charitable Foundation

The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.

Wellesley Charitable Foundation

The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.

Invest time in insights that matter

Discover our regular communications:

The Wellesley Perspective: A broad update covering key topics of interest, alongside relevant news from across Wellesley.

The Market Perspective: A focused investment commentary looking at what’s happening in the markets.

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