Wellesley - Burgess Hill

Wellesley: Un Profesor de Finanzas con una Marcada de Éxito

Ubicado en 50 Victoria Rd, Burgess Hill RH15 9LH, United Kingdom, Wellesley es una empresa de planificación financiera y consultoría que ha demostrado ser una fuente de confianza para muchos clientes. Con una dirección clara y un número de teléfono a mano (1444244551), es fácil encontrar y contactar con esta empresa.

Características y Especialidades

Wellesley se destaca por su enfoque en la planificación financiera y consultoría. Sus especialidades incluyen Financial planner y Financial consultant, lo que sugiere que es una empresa especializada en brindar asesoramiento y orientación a sus clientes en materia de finanzas.

Información de Interés

Algunos de los puntos de interés de Wellesley incluyen la posibilidad de realizar online appointments, servicios onsite, y la accesibilidad para personas con discapacidad, con entradas y estacionamiento accesibles para sillas de ruedas. Además, la empresa es LGBTQ+ friendly y requiere appointment required para las citas.

Opciones y Comentarios

Con 33 opiniones en Google My Business, Wellesley ha demostrado ser una empresa con una reputación sólida. Los comentarios de los clientes sugieren que la empresa es helpful, knowledgeable y trustworthy, con algunos clientes destacando la habilidad del equipo para explicar conceptos complejos de manera clara y accesible. La media de opinión es de 4.9/5, lo que refleja la alta satisfacción de los clientes con los servicios de Wellesley.

Recomendación Final

Para aquellos que buscan asesoramiento financiero confiable y especializado, Wellesley es una excelente opción. Con su enfoque en la planificación financiera y consultoría, y su reputación sólida en la comunidad, es una empresa que vale la pena considerar. Visite su página web (wellesleywa.co.uk) para obtener más información y contactar con ellos para obtener asesoramiento financiero personalizado.

👍 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.

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.

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.

Barbara G.

5/5

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.

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.