Financial Advice with Stephen Gabbitas

Call 01444251882

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 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.


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 Stephen,
please call 01444251882

Stephen Gabbitas – Senior Adviser

Stephen Gabbitas is a Chartered Financial Planner with over thirty years’ experience in the industry. His expertise lies in investments, pensions and inheritance tax planning.

Stephen believes that it is crucial to align your legal needs with your investment strategy, and that’s what he’s here to help you do. The biggest motivating factor across Stephen’s career has been to help others achieve success, and he gets a great deal of pleasure from seeing others doing well.

Qualifications: FPFS, Chartered Financial Planner, Dyke Golf Club

Out of Hours: Stephen is a Trustee of the Wellesley Charitable Foundation. He lives with Sally in Henfield – they enjoy walking their dogs on the nearby South Downs. Stephen is also a member at the challenging Dyke Golf Club and also at The Drive Bowling Club. Other leisure time activities include gardening, cooking and getting away in his motorhome whenever possible.

Watch this short video to find out more about Stephen Gabbitas or get in touch by calling 01444251882

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Wellesley Wealth Advisory & St. James’s Place Wealth Management

For Investment Management, as a Principal Partner Practice of St. James’s Place Wealth Management, we have access to a variety of carefully-selected fund managers of outstanding ability to manage the St. James’s Place funds.

Our Approach

Our approach with St James’s Place offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by who St. James’s Place believe to be first-class managers with different styles. It also enables St. James’s Place to change any managers at short notice if they have lost confidence in them, without any inconvenience to our clients.

We believe the process we follow provides our clients with the best chance to achieve superior returns over the medium to long term from expert investment management.

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Wellesley Charitable Foundation

The Wellesley Charitable Foundation was set up in 2012. The principal aim of the Foundation is to raise money for local charities in Sussex and the surrounding counties which help ill or disadvantaged children.