Wellesley Wealth Advisory

Reviews, get directions and contact details for Wellesley Wealth Advisory

"Wellesley Wealth Advisory, 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, Managing Director"

Address: 50 Victoria Rd, Burgess Hill RH15 9LH, UK

Phone: 01444 244551

Website

State: West Sussex

City: Burgess Hill

Zip Code: RH15 9LH

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

Update Info

related searches: The Wellesley Group, Wellesley phone number, Her Wealth, WELLESLEY management company limited, Wellesley holdings, Wellesley online, Wellesley Trust, Wesley and Co

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Reviews

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.

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.

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.

I cannot recommend Samantha Kaye at Wellesley highly enough. Her professional knowledgeable approach, afforded me a much better outcome than I could’ve hoped for. Her empathy at what was a very stressful time, gave me the confidence to take a completely different route. This has worked out incredibly well for me. If you are confused about how best to invest and manage you finances, whether it be pensions or savings do not hesitate to contact Samantha. It will be one of the best things you’ve ever done, and brings a sense of relief that things are in order for now and retirement.

Harry Morgan has been handling my investment portfolio for the last few years. He is a man of integrity, trustworthy and very knowledgeable. I have peace of mind knowing my  hard earned money is in the hands of a consummate  professional. Harry provides me with quarterly reports and an annual review  of  my  portfolio  After our meeting he provides me with  a  written report  detailing our discussion and plans in a straightforward and  easy to understand manner. Harry is  patient, kind and  friendly, we consider him to be a part of the family now.  I have no hesitation in recommending Harry Morgan as a financial advisor, so much so that I have referred other family members to him.

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Directions to Wellesley Wealth Advisory with public transportation

Consort Way 70 meters

100

Consort Way 90 meters

100

Victoria Way 100 meters

100

Victoria Way 140 meters

100

Albert Drive 250 meters

100

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Wellesley Wealth Advisory

Reviews, get directions and contact details for Wellesley Wealth Advisory

opening times

Directions to Wellesley Wealth Advisory with public transportation

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