Financial Advice with Paul Wren
Personal success requires determination, consistency and critical acumen. Once you’ve established yourself, it’s important to know that your finances are performing consistently, too. As a valued client I will guide you in all aspects of personal finance, meaning that you and your family will get the most out of your hard-earned assets.
No one person’s financial situation is the same, and I don’t believe our solutions should be, either. I take pride in offering a personal wealth management service that focuses on your own interests and aspirations.
Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, I will work with you to create a bespoke solution and provide tailored, professional advice. Your relationship with me, I hope, will last for many years.
ONE DEDICATED ADVISER, ONE POINT OF CONTACT, ONE HIGHLY PERSONALISED SERVICE
We have a large and well-established client base, principally in the South East of England, with a client retention rate consistently over 99%. With over £600m 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.
To have an initial conversation with Paul,
please call 01444251893
Paul Wren – Senior Adviser
Paul Wren started his career in financial services as a qualified Mortgage Adviser, working for large estate agent groups until he moved into financial planning in 2008.
He worked for large banks including HSBC and Barclays, until being asked to join Wellesley in 2015. Now, as an Adviser, Paul specialises in inheritance tax planning and retirement planning.
Out of Hours: Paul lives in Reigate with his wife, Helen, and his two children, Faith and Eddie. He really enjoys spending time with his family and has a love of technology.
Wellesley Wealth Advisory & St. James’s Place Wealth Management
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.
Our approach with St James’s Place 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.
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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.