Wellesley Wealth Advisory
Wellesley Wealth Advisory is a financial advising company located in Burgess Hill, England. They offer a range of services including financial planning, investment management, mortgage advice, and other financial services. Their team of experienced financial planners and advisors work closely with clients to provide customized solutions to meet their financial needs. As an investment company, Wellesley Wealth Advisory is committed to helping clients achieve their financial goals and secure their financial future.
Introduction to Wellesley Wealth Advisory
Wellesley Wealth Advisory is a financial advising services company located in Burgess Hill, England. The company was founded with the purpose of providing personalized financial planning to individuals and businesses. What makes this company unique is its team of experienced financial planners who work closely with clients to understand their unique financial goals and create customized plans to help achieve them.Services & products
Wellesley Wealth Advisory offers a range of financial services, including investment planning, retirement planning, estate planning, and mortgage advice. They also provide tax planning and wealth management services to help clients maximize their financial potential. Their team of experts works closely with clients to create personalized financial plans and provide ongoing support to ensure they stay on track.Location
Wellesley Wealth Advisory is located on Victoria Road in Burgess Hill, a town in West Sussex, England. The area is home to a variety of businesses, including shops, restaurants, and other professional services. The town is conveniently located near several public transportation options, including the Burgess Hill railway station, which is just a 10-minute walk from the company. Other nearby options include the Burgess Hill bus station and the Wivelsfield railway station.Benefits
Customers should choose Wellesley Wealth Advisory because of their personalized approach to financial planning. The company's team of experienced financial planners takes the time to understand each client's unique financial goals and creates customized plans to help achieve them. They also provide ongoing support to ensure clients stay on track and adapt their plans as needed.Good to know
Customers should be aware that Wellesley Wealth Advisory is a fee-based advisory firm, which means they charge a fee for their services rather than earning commissions on products sold. This ensures that their financial planners are acting in the best interest of their clients.Reviews
Customers have praised Wellesley Wealth Advisory for their personalized approach to financial planning and the expertise of their financial planners. They appreciate the company's commitment to helping them achieve their financial goals and the ongoing support they provide. Overall, customers highly recommend Wellesley Wealth Advisory for anyone looking for customized financial planning services.Amenities
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investment advice -
retirement planning
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insurance services
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asset management
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financial planning
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wealth management
FAQ
What types of investment options do you offer?
We offer a variety of investment options, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). We work with each client to determine their individual goals and risk tolerance, and develop a customized investment strategy to meet their needs.What types of financial planning services do you offer?
We offer a range of financial planning services, including retirement planning, estate planning, tax planning, and education planning. We work closely with clients to understand their unique financial situation and develop a personalized plan to help them achieve their goals.What are your fees and how are they structured?
Our fees are structured based on the services provided and are transparently outlined in our client agreements. We offer both fee-based and commission-based options depending on the client's preference and needs. We believe in being upfront about our fees and ensuring that our clients understand what they are paying for.How do you charge for your services and what are the fees?
We charge for our services based on the type of service provided and the complexity of the client's financial situation. Our fees may be charged as a percentage of assets under management, a flat fee, or on an hourly basis. We are committed to being transparent about our fees and ensuring that our clients understand what they are paying for.What is your process for monitoring and adjusting investment portfolios?
We regularly monitor our clients' investment portfolios to ensure that they remain in alignment with their goals and risk tolerance. We adjust portfolios as needed based on market conditions, changes in the client's financial situation, and other factors. We keep our clients informed throughout the process and work closely with them to ensure that their investment strategy remains on track.Reviews
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Tamarra Wood
We used Adam Robinson to help us secure our first mortgage for our property. The whole process was made seamless and stress free with Adam being nothing but helpful throughout. Whenever we had a query Adam was able to answer with ease and a great level of knowledge and nothing was too much trouble, including helping us sort out our life insurance. We are sure to use Adam and Wellesley Wealth Advisory again for any future mortgage queries.
27-05-2022
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sammy townsend
5 Stars just isn't enough. My girlfriend and I had the pleasure of dealing with Adam Robinson. After, having difficulty with other advisors adam was recommended to us and we decided to give him a chance. From the first meeting with Adam we felt at ease, he gave us all the information and tools to ensure we were in the strongest position when we approached offer stage. He was on hand 24/7 and even submitted my application on a Sunday evening in his own time. I truly couldn't recommend this company and In particular Adam enough. We certainly will be using him again.
27-05-2022
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Team Believeinyou
Fantastic service provided by Adam Robinson who assisted us every step of the way to secure a new mortgage. Nothing was too much trouble, Adam communicated brilliantly throughout the process, and ensured the process was as stress free as possible! Highly recommended.
27-05-2022
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Baz Lloyd
Paul Wren looks after us, our friends and my clients and, as an ex financial services trainer,I have found his service excellent and happy to recommend him
27-05-2022
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Bryan Carter
Giles Turner has been advising us financially for 3 years and we have been delighted with his professionalism and advice. We appreciate the care he gives to us and we believe to all his clients. We are delighted with the service we receive from Giles and with the result of the investments. Anne and Bryan Carter
27-05-2022
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Graham Lind
I have found Jason Adams to be friendly, informative and professional in every dealing, both in a business and private investment capacity. Not only do I feel my investments are carefully managed but they are also generating good returns. I actually understand what he tells me and it all makes sense. I wouldn't hesitate to recommend him and have done so on many occasions.
27-05-2022
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Alison Taylor
Richard Rochford has been my adviser for a number of years now, and both my mother and my son have, on my recommendation, sought his advice and have become clients. Richard is very patient and explains everything that I need to know about my investments. I feel very comfortable discussing my financial affairs with him, and am confident that I get appropriate and accurate advice. I wouldn't want to go to anyone else.
27-05-2022
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Janine Woodcock
I’ve talked to a number of advisors over the years and never used one because I didn't find them engaging, and I was missing a strong feeling of trust. When Richard Rochford dealt with my late father's estate he was superb in how we worked with my mother (he had been recommended to her). I liked Richard's approach so asked him to help with my financial planning. He is a great communicator and always makes sense of even fairly complicated matters. His company (Wellesley Wealth Advisory) works in partnership with St James’s Place Wealth management so I have confidence that all my funds are in good hands. He’s full of great ideas to manage your money in the most tax efficient way and to help you plan for the future.
27-05-2022
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300Exige
Positive: Professionalism, Quality, Responsiveness
27-05-2022
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Barbara Green
Ben has been my advisor for the past 5 years. His professionalism, depth of knowledge and friendly personable approach is outstanding - he is an excellent listener and very patient in explaining investment matters in the simplest of terms that I can actually understand. I have never felt rushed or pressured into any decision making. Having complete trust in his financial expertise, I can without question highly recommend Ben for looking after any future investments.
27-05-2022
