Wellesley Seminars
Expertly-led wealth management seminars from Wellesley.
During these interactive sessions, your host will take you through key topics like:
- Investments
- Pensions
- Retirement planning
They’ll also feature real-life examples and be on hand to answer any questions
Wellesley are expert financial planning advisers who specialise in intergenerational wealth management, investment management and investing planning. By hosting these Inheritance Tax & Pensions seminars, Wellesley aim to support the development of a secure and profitable wealth profile for each attendee.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Wellesley Seminar
Expertly-led wealth management seminars from Wellesley.
During these interactive sessions, your host will take you through key topics like:
- Investments
- Pensions
- Retirement planning
They’ll also feature real-life examples and be on hand to answer any questions
Wellesley are expert financial planning advisers who specialise in intergenerational wealth management, investment management and investing planning. By hosting these Inheritance Tax & Pensions seminars, Wellesley aim to support the development of a secure and profitable wealth profile for each attendee.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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