Stephen Gabbitas FPFS
Director at Wellesley Wealth Advisory- Claim this Profile
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Bio
Andy Perry
I attended a wealth seminar held by Wellesley Wealth Advisory last week and leant a lot of really useful information. It certainly opened my eyes as to the various considerations and options open to clients in palnning their finances. Stephen and the team are clearly well versed in such matters and I am sure wodul be able to find an option to meet the needs of the individual client.
Andy Perry
I attended a wealth seminar held by Wellesley Wealth Advisory last week and leant a lot of really useful information. It certainly opened my eyes as to the various considerations and options open to clients in palnning their finances. Stephen and the team are clearly well versed in such matters and I am sure wodul be able to find an option to meet the needs of the individual client.
Andy Perry
I attended a wealth seminar held by Wellesley Wealth Advisory last week and leant a lot of really useful information. It certainly opened my eyes as to the various considerations and options open to clients in palnning their finances. Stephen and the team are clearly well versed in such matters and I am sure wodul be able to find an option to meet the needs of the individual client.
Andy Perry
I attended a wealth seminar held by Wellesley Wealth Advisory last week and leant a lot of really useful information. It certainly opened my eyes as to the various considerations and options open to clients in palnning their finances. Stephen and the team are clearly well versed in such matters and I am sure wodul be able to find an option to meet the needs of the individual client.
Credentials
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FPFS
Chartered Insurance Institute
Experience
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Wellesley Wealth Advisory
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United Kingdom
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Financial Services
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1 - 100 Employee
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Director
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May 2006 - Present
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, I will work with you to create a bespoke solution and provide tailored, professional advice. 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, I will work with you to create a bespoke solution and provide tailored, professional advice.
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Financial Adviser
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Apr 2006 - Present
Wealth Management Trust Planning Investment Management Financial Advice Wealth Management Trust Planning Investment Management Financial Advice
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Education
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St. Andrews, Meads, Eastbourne
Community
