Wellesley - Burgess Hill

Wellesley: Un Experto en Planificación Financiera

Ubicado en 50 Victoria Rd, Burgess Hill RH15 9LH, Reino Unido, Wellesley es una empresa de planificación financiera con una reputación sólida en la comunidad local. Con años de experiencia en la industria, ofrecen servicios personalizados a individuos y familias que buscan manejar sus finanzas de manera efectiva.

En Wellesley, los clientes son el centro de atención. Los asesores están comprometidos con brindar orientación financiera personalizada que se adapte a las necesidades únicas de cada uno. Desde la planificación de inversiones hasta la gestión de patrimonio, los expertos en finanzas de Wellesley trabajan estrechamente con sus clientes para lograr objetivos financieros sostenibles.

Una de las características que destacan Wellesley es su enfoque en la educación financiera. Los asesores están dispuestos a explicar conceptos complejos de manera clara y accesible, asegurándose de que los clientes tengan una comprensión profunda de sus opciones financieras. Esto ha llevado a una alta satisfacción entre los clientes, quienes aprecian la transparencia y la honestidad de la empresa.

Especialidades

Wellesley ofrece una variedad de especialidades en planificación financiera, incluyendo:

• Planificación financiera
• Consultoría financiera

Con su enfoque en la planificación financiera y la educación, Wellesley ha establecido una reputación sólida en la comunidad local. Si está buscando un experto en finanzas que pueda brindar orientación personalizada y educativa, Wellesley es una excelente opción.

Otras características

Algunas de las características que destacan Wellesley incluyen:

• Apuntamientos en línea
• Servicios en el sitio
• Parking para vehículos con discapacidad
• Entrada y baño accesibles para personas con discapacidad
• Amigable con la comunidad LGBTQ+
• Recomendación de cita previa
• Recomendación de cita

Wellesley está comprometida con brindar una experiencia de cliente excepcional, desde la primera cita hasta el último. Con su enfoque en la educación financiera y la planificación personalizada, Wellesley es una excelente opción para aquellos que buscan un experto en finanzas que se adapte a sus necesidades individuales.

Para obtener más información sobre Wellesley o para programar una cita, visite su sitio web en wellesleywa.co.uk o llámelos al 1444244551.

Este negocio tiene 33 reseñas en Google My Business.

La opinión media es de 4.9/5.

Los clientes de Wellesley han reportado una experiencia positiva y satisfactoria con la empresa. Muchos han destacado la atención personalizada y la educación financiera proporcionada por los asesores. En general, Wellesley ha establecido una reputación sólida en la comunidad local como un experto en planificación financiera.

Wellesley es una empresa que se diferencia en su enfoque en la educación financiera y la planificación personalizada. Con su compromiso con la transparencia y la honestidad, Wellesley es una excelente opción para aquellos que buscan un experto en finanzas que se adapte a sus necesidades individuales.

Información de contacto

Para obtener más información sobre Wellesley o para programar una cita, visite su sitio web en wellesleywa.co.uk o llámelos al 1444244551.

👍 Reviews of Wellesley

Bev G.

5/5

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 and with his passing, last summer, I am now benefiting from his legacy. Thank you Piers.

Anusha M.

5/5

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.

Nigel A.

5/5

I have been dealing with Ian Howard for a number of years in connection with my personal finances. I can honestly say that Ian has been excellent in addressing my financial requirements and the first financial advisor I've dealt with that has actually made sense! Ian and the team at Wellesley have certainly made my life a great deal simpler. Can't recommend their services enough.

Sarah S.

5/5

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.

Trevor B.

5/5

It took many years for me to get around to trusting a financial advisor. I took the plunge with Piers Bonnet and things have gone well. He's are great bloke to chat with, gives us a good chunk of his time and puts things in a way that can be easily understood.

Graham L.

5/5

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.

Janine W.

5/5

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.

Alison T.

5/5

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.