Wellesley Seminars
Expertly-led wealth management seminars from Wellesley.
The Investment and Inheritance Tax Planning seminars at Wellesley are complimentary, and have been developed to help you maximise your capital and safeguard intergenerational wealth.
Wellesley are expert financial planning advisers who specialise in intergenerational wealth management, investment management and investing planning. By hosting these Inheritance Tax and Investment Planning seminars, Wellesley aim to support the development of a secure and profitable wealth profile for each attendee.
If you cannot attend any of our current seminar dates, please register your interest for future seminars below. This year we will be running seminars in various locations with both afternoon and evening timings.
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.
Upcoming Seminars
We do not have any seminars planned just yet.
Please check back soon.
Invest time in insights that matter
Discover our regular communications:
The Wellesley Perspective: A broad update covering key topics of interest, alongside relevant news from across Wellesley.
The Market Perspective: A focused investment commentary looking at what’s happening in the markets.
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