Planning For Your Future 2018-10-19T10:37:05+00:00

Planning For Your Future

Plan for your future today with a dedicated adviser from Wellesley Wealth Advisory.

Gifts

Making a gift of money or assets can be a valuable exemption from Inheritance Tax.

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Growth & Income

St. James’s Place have created risk-related growth and income portfolios from the range of funds available.

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ISAs

An ISA can be used to save for anything, from short or long-term saving to retirement planning.

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Junior ISA

JISAs (Junior Individual Savings Accounts) are a simple, flexible and tax-efficient way of saving for the younger generation.

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Unit Trusts

A Unit Trust is suitable for those looking to gain capital and income in the medium to long term, providing a wide range of solutions.

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Income Protection

Income Protection

Income Protection is an insurance policy that replaces loss of income due to an accident, sickness and sometimes involuntary redundancy.

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Attend a Seminar

Charity Event

October 31 @ 10:00 am - 3:00 pm

Chichester – Daily Telegraph

November 1 @ 9:00 am - 5:00 pm

Beaconsfield

November 6 @ 10:00 am - 1:00 pm

VIEW ALL EVENTS

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.

Chichester Park Hotel - 01/11/2018
Investment & Inheritance Tax Planning Seminar
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