Piers Bonnett

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.

Piers was invited to join Wellesley in 2011, as he enjoys working closely with clients to achieve their objectives, building a long and trusting relationship. He prides himself on making complex planning understandable to all.

Out of Hours: Piers loves cars, is a keen squash player and runs a large Scout group in Burgess Hill, where he lives. Piers is married to Karen, and they have two sons, Dan and Mikey. Finding a balance between work and family life is very important to Piers – and his family! He has also recently taken up golf, but needs plenty of practice if you fancy a game!

Mr & Mrs Lacey - Piers Bonnet

Client Testimonial

Mr and Mrs Lacey tell us about their relationship with Wellesley and their dedicated adviser, Piers Bonnett. They had been put off financial advice by a negative past experience, but, after attending a Wellesley seminar, they were impressed by our honest and accessible approach. This was the first time they had visited our head office; Piers usually visits them at home.

Watch Our Full Seminar Video
Watch Piers Bonnett Discuss Long Term Care
Watch Piers Bonnett Discuss Pensions
Watch Piers Bonnett Discuss Inheritance Tax
Meet Piers in our Monthly Adviser Insight

Piers featured in our August 2019 Monthly Adviser Insight, a segment designed to help you to learn more about our expert team. In this ‘get-to-know-you’ video, Piers discusses why he chose Wellesley, his favourite TV box set and also what’s on his bucket list. We also learn more about Piers’s family – his wife Karen and their sons, Dan and Mikey…and not forgetting their 7-year-old Jack Russell, Miya!

Tracey Montague
PA to Piers Bonnett is Tracey Monatgue
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PA Assistant to Piers Bonnett is Leanne Lawson
Email Leanne
Piers Bonnett

Client Testimonials

Piers Bonnett has been dealing with my financial affairs for approximately 10 years, during which time he has understood my requirements, been extremely patient and explained things in layman’s terms. I would be happy and confident to recommend him.

Patricia Webb

Piers, having been our adviser since 2000, has always provided first class advice and service to us. He has advised us on our investments, inheritance tax, as well as giving invaluable help when my mother was going into a nursing home. He has always been professional and trustworthy with a personal touch and we would not hesitate to recommend him to anyone.

David and Gillian Douglas

Past performance is not a guide to future performance. 

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