Wellesley Wealth Advisory

Wellesley Wealth Advisory

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Description:

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.

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