At Wellesley, our commitment is built on the promise of a brighter financial future and a culture putting people first. Since our founding in 1995, we have dedicated ourselves to helping clients confidently define and achieve their financial goals, crafting integrated strategies that encompass every aspect of their financial lives.
We take pride in having supported a diverse range of clients, from private individuals and their families to corporate businesses, primarily across the South East of England. We are one of the largest practices by funds under management within St. James’s Place, with whom we are honored to be a Principal Partner Practice.
Whether you’re looking to build stability for your loved ones, grow your business or plan your dream retirement, it’s important to us to spend time getting to know you. By gaining deep insights into your goals, motivations, and lifestyle, we can tailor our approach to meet your unique needs and aspirations.
It’s financial advice, built around you.