Experience

Wellesley Wealth Advisory

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Dec 2017 - Present

  I provide advice in all areas of financial planning, including:- Private clients: pension reviews and transfers, retirement planning, investments for growth or income, estate (inheritance tax) planning, protection of assets or income (insurance), later life planning and inter-generational planning.- Corporate clients: employee benefits, retirement planning, key person protection, share protection, corporate investments, tax efficient profit extraction and business succession planning.Here at Wellesley we pride ourselves on our forward-thinking approach to financial planning. We offer a personal wealth management service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers.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.