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 client I 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.
No one person’s financial situation is the same, and I don’t believe our solutions should be, either. I take pride in offering a personal wealth management service that focuses on your own interests and aspirations.
Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, I will work with you to create a bespoke solution and provide tailored, professional advice. Your relationship with me, I hope, will last for many years.
ONE DEDICATED ADVISER, ONE POINT OF CONTACT, ONE HIGHLY PERSONALISED SERVICE
We have a large and well-established client base, principally in the South East of England, with a client retention rate consistently over 99%. With over £600m funds under management, we are proud to be recognised as one of the largest practices by funds under management within the St. James’s Place Partnership.
To have an initial conversation with Piers,
please call 01444251885
Piers Bonnett has over 24 years’ experience as a Financial Adviser, qualifying as a Chartered Financial Planner in 2012, and subsequently becoming a Fellow of the Chartered Insurance Institute. His expertise lies in inheritance tax planning and retirement solutions.
Piers was invited to join Wellesley in 2011, as he enjoys working closely with clients to achieve their objectives, building a long and trusting relationship. He prides himself on making complex planning understandable to all.
Out of Hours: Piers loves cars, is a keen squash player and runs a large Scout group in Burgess Hill, where he lives. Piers is married to Karen, and they have two sons, Dan and Mikey. Finding a balance between work and family life is very important to Piers – and his family! He has also recently taken up golf, but needs plenty of practice if you fancy a game!