Wellesley
Financial ServicesView the employees at
Wellesley-
Bryony Pitt DipPFS Paraplanner Manager at Wellesley
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Rising Star
Kristofer Geisdorf Operations Manager at Wellesley-
Worthing, England, United Kingdom
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Rising Star
Joseph Crocker CeMAP Father of two, self-taught, motivated, with a passion for the financial and mortgage markets.-
Lewes, England, United Kingdom
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Rising Star
Harry Clewley FPFS Chartered Financial Planner - Helping corporate & private clients achieve their financial goals.-
Burgess Hill, England, United Kingdom
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Rising Star
Samantha Kaye Chartered Adviser at Wellesley-
Burgess Hill, Marea Britanie, Regatul Unit
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Rising Star
Overview
We are Wellesley, a team of highly experienced financial experts dedicated to fulfilling your wealth’s potential. We pride ourselves on offering a personalised service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers. We believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family’s financial needs, giving you security for the future. Find out more about us here: https://www.wellesleywa.co.uk/about-us/ We have a unique, forward-thinking approach to financial planning. We understand that your financial situation is unique. This understanding informs everything we do, and it’s why we offer you a single relationship to meet all your financial needs. One adviser, one point of contact, one highly personalised service. Find out more about our dedicated team of advisers here: https://www.wellesleywa.co.uk/about-us/our-people/ Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice. Wellesley is underpinned by St. James’s Place, which guarantees the suitability of the advice we provide, giving our clients an added level of protection. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved
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