About

Wellesley

About
Wellesley

We have a large and well-established client base, principally in the South East of England, with a client retention rate consistently over 98%. Approaching £1bn funds under management, we are proud to be recognised as one of the largest practices by funds under management within the St. James’s Place Partnership.

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully selected fund managers of outstanding ability to manage the St. James’s Place funds.

This approach offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients. We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.

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.

To take a more active role in the community, Wellesley established the Wellesley Charitable Foundation in September 2012.  The Foundation acts as a resource for young people living in Sussex and the surrounding area.

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Wellesley Client Charter
At Wellesley we will:


• Fully understand our clients’ financial circumstances
• Identify our clients’ goals and objectives
• Liaise with other professionals and experts as needed
• Formulate advice and make recommendations
• Provide a full explanation of all our costs, charges and advice fees
• Communicate with our clients and provide an ongoing service as agreed by them.

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Your financial future and available options can be confusing, view our frequently asked questions.

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