Gwen Lee

Analyst – IT Sales & Marketing at Wellesley Wealth Advisory - Burgess Hill, N/A, UK

Gwen Lee's Contact Details
HQ
Location
Hong Kong,Hong Kong
Company
Wellesley Wealth Advisory
Gwen Lee's Company Details
Wellesley Wealth Advisory logo, Wellesley Wealth Advisory contact details

Wellesley Wealth Advisory

Burgess Hill, N/A, UK • 50 - 99 Employees
Financial Services

We are Wellesley Wealth Advisory, a team of highly experienced financial experts dedicated to fulfilling your wealth's potential. We pride ourselves on offering a personalised service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers. We believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family's financial needs, giving you security for the future. Find out more about us here: https://www.wellesleywa.co.uk/about-us/We have a unique, forward-thinking approach to financial planning. We understand that your financial situation is unique. This understanding informs everything we do, and it's why we offer you a single relationship to meet all your financial needs. One adviser, one point of contact, one highly personalised service. Find out more about our dedicated team of advisers here: https://www.wellesleywa.co.uk/about-us/our-people/Whether you're looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice. Wellesley is underpinned by St. James's Place, which guarantees the suitability of the advice we provide, giving our clients an added level of protection.

Wealth Management Financial Strategies Inheritance Tax Planning Estate Planning Pensions Later Life Planning
Details about Wellesley Wealth Advisory
Frequently Asked Questions about Gwen Lee
Gwen Lee currently works for Wellesley.
Gwen Lee's role at Wellesley is Analyst – IT Sales & Marketing.
Gwen Lee's email address is ***@wellesleys.com. To view Gwen Lee's full email address, please signup to ConnectPlex.
Gwen Lee works in the Financial Services industry.
Gwen Lee's colleagues at Wellesley Wealth Advisory are Leonard Glass, Judy Cantwell, Scott Pimentel, Warren Smith, Alex Lim, Courtlyn Kramer, Adam Cii and others.
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