Expertly-led wealth management seminars from Wellesley.
The Investment and Inheritance Tax Planning seminars at Wellesley 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 morning and afternoon 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.