We are Wellesley Wealth Advisory, a team of highly experienced financial experts dedicated to fulfilling your wealth’s potential. We pride ourselves on offering a personalised service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers. We believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family’s financial needs, giving you security for the future. Find out more about us here: https://www.wellesleywa.co.uk/about-us/ We have a unique, forward-thinking approach to financial planning. 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 your financial needs. One adviser, one point of contact, one highly personalised service. Find out more about our dedicated team of advisers here: https://www.wellesleywa.co.uk/about-us/our-people/ Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice. Wellesley is underpinned by St. James’s Place, which guarantees the suitability of the advice we provide, giving our clients an added level of protection.
View Top Employees from WELLESLEY INVESTMENT MANAGEMENT LIMITEDWebsite | http://www.wellesleywa.co.uk/ |
Revenue | $6.2 million |
Employees | 44 (44 on RocketReach) |
Founded | 1995 |
Phone | +44 1444 244551 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 17 Million |
Keywords | Wellesley Wealth Advisory, Sjp Practice Burgess Hill, Wellesley Wa |
Competitors | Churchill Wealth Management Ltd, MACKAY HALL FINANCIAL SERVICES LTD, STATION FINANCIAL (WALES) LIMITED |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 52 Companies |
Looking for a particular WELLESLEY INVESTMENT MANAGEMENT LIMITED employee's phone or email?
The WELLESLEY INVESTMENT MANAGEMENT LIMITED annual revenue was $6.2 million in 2024.
Shaun Terson is the CEO of WELLESLEY INVESTMENT MANAGEMENT LIMITED.
44 people are employed at WELLESLEY INVESTMENT MANAGEMENT LIMITED.
The NAICS codes for WELLESLEY INVESTMENT MANAGEMENT LIMITED are [5239, 523, 52399, 52].
The SIC codes for WELLESLEY INVESTMENT MANAGEMENT LIMITED are [621, 62].