Personal

Financial Advice

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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