Personal Finance 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.

One Highly Personalised Service

Planning For Your Future

It’s never too early to start planning for either your own or your family’s financial future.


Effective Tax Planning

It’s very important that any investments you plan to make are right for you, and achieve your desired outcome.


Later Life Planning

Retirement should be planned well in advance, allowing you to enjoy a lifetime of hard work.


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.

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A knowledgeable advice service tailored to you and your specific needs.

At Wellesley, we support a wide variety of investment values.

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

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