August 2023 by Bev G
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.
July 2023 by Gina Thorn
Richard had dealt with my parents. My father passed away 18 months ago & I felt very comfortable asking him to deal with our financial needs. Always helpful & considerate. Would highly recommend
July 2023 by Steve Thorn
Richard has worn many hats for us since our first meeting, advising my mother, my in-laws, my son and me & my wife. Knowledgeable, helpful, empathetic and trustworthy. Recommended.
July 2023 by Trevor Baxter
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.
May 2022 by Tamarra Wood
We used Adam Robinson to help us secure our first mortgage for our property. The whole process was made seamless and stress free with Adam being nothing but helpful throughout. Whenever we had a query Adam was able to answer with ease and a great level of knowledge and nothing was too much trouble, including helping us sort out our life insurance. We are sure to use Adam and Wellesley Wealth Advisory again for any future mortgage queries.
April 2022 by sammy townsend
5 Stars just isn't enough. My girlfriend and I had the pleasure of dealing with Adam Robinson. After, having difficulty with other advisors adam was recommended to us and we decided to give him a chance.From the first meeting with Adam we felt at ease, he gave us all the information and tools to ensure we were in the strongest position when we approached offer stage. He was on hand 24/7 and even submitted my application on a Sunday evening in his own time.I truly couldn't recommend this company and In particular Adam enough. We certainly will be using him again.
March 2022 by Janine Woodcock
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.
March 2022 by Team Believeinyou
Fantastic service provided by Adam Robinson who assisted us every step of the way to secure a new mortgage. Nothing was too much trouble, Adam communicated brilliantly throughout the process, and ensured the process was as stress free as possible! Highly recommended.
February 2022 by Baz Lloyd
Paul Wren looks after us, our friends and my clients and, as an ex financial services trainer,I have found his service excellent and happy to recommend him
December 2021 by Bryan Carter
Giles Turner has been advising us financially for 3 years and we have been delighted with his professionalism and advice. We appreciate the care he gives to us and we believe to all his clients. We are delighted with the service we receive from Giles and with the result of the investments.Anne and Bryan Carter
December 2021 by Anne Carter
Giles Turner has been advising us financially for 3 years and we have been delighted with his professionalism and advice. We appreciate the care he gives to us and we believe to all his clients. We are delighted with the service we receive from Giles and with the result of the investments.Anne and Bryan Carter
November 2021 by Graham Lind
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.
September 2021 by 300Exige
Piers Bonnett from Wellesley has looked after by financial affairs for a number of years now. Always professional, well informed and responsive to my needs. I would have no hesitation in recommending Piers to anyone looking for sound financial planning advice. Thanks Piers and Wellesley !!
September 2021 by Janine Woodcock: Executive coach, author, speaker
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.
September 2021 by Alison Taylor
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.
