Wellesley
Financial Planners
50 Victoria Rd, Burgess Hill RH15 9LH
Most Recent Comments
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August 2023
I am writing on behalf of my late father, whose investment was advised and handled by Piers Bonnett. Personally, my dealings with Piers were always good. I found him extremely helpful and ready to explain the innumerable questions I had because I had no knowledge, experience or understanding of investing! Dad's funds grew...
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July 2023
Richard had dealt with my parents. My father passed away 18 months ago & I felt very comfortable asking him to deal with our financial needs. Always helpful & considerate. Would highly recommend
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July 2023
Richard has worn many hats for us since our first meeting, advising my mother, my in-laws, my son and me & my wife. Knowledgeable, helpful, empathetic and trustworthy. Recommended.
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From Wellesley
Wellesley, a Principal Partner Practice of St. James’s Place Wealth Management, is a team of financial experts dedicated to fulfilling your wealth’s potential. 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 of your financial needs.
“Clients come to Wellesley because they know they can trust us to be absolutely open with them at every step of the process.” Tony Hannigan, Chairman
Other Information
Products and services: financial planning, investments, pensions, tax planning, financial services
