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Wellesley Wealth Advisory

Wellesley Wealth Advisory

BHBPA Member
Financial Services Financial Adviser

Even the most successful business owners can benefit from professional advice and objective insight into their financial planning. We find that many business owners spend so much time looking after their business and their families that they neglect to find the time to sit down and plan their financial future.

By working closely with our clients and understanding their values and what matters most to them we can design bespoke, effective financial plans to help achieve their goals.

Our services include investment advice, retirement and pension planning, tax planning, key person insurance, shareholder protection, exit strategies, profit extraction, lifestyle financial planning and auto enrolment.

As Burgess Hill’s leading Wealth Management practice we are proud to be a member of the BHBPA and we invite you to contact us for a free initial consultation to find out how we can help you plan for a better future.

Video

BHBPA Member
07722 687007
piers.bonnett@sjpp.co.uk
www.wellesleywa.co.uk
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On this site you can find a list of BHBPA businesses and affiliated members as at May 2020, including our newest members.

You can contact the Burgess Hill Business Parks Association Co-ordinator.

Martyn Carr
Tel: 07740 638414
Email: martyn@bhbpa.co.uk

Copyright BHBPA © 2020. All Rights Reserved
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