Making a gift of money or assets can be a valuable exemption from Inheritance Tax.
St. James’s Place have created risk-related growth and income portfolios from the range of funds available.
An ISA can be used to save for anything, from short or long-term saving to retirement planning.
JISAs (Junior Individual Savings Accounts) are a simple, flexible and tax-efficient way of saving for the younger generation.
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.
Income Protection is an insurance policy that replaces loss of income due to an accident, sickness and sometimes involuntary redundancy.
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.
Careers | Charitable Foundation | Legal Services | News and Media
© Wellesley Wealth Advisory 2018
Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH