Personal
Financial Advice

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 Wellesley client we 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.

Personal Financial Advice

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 Wellesley client we 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.

Our Personal Financial Services

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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

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Wellesley together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy or the St. James’s Place Privacy Policy