At Wesselton Associates, we specialise in meeting the financial needs of our clients, while offering a high level of personal service.
Our clients range from professional business people to young families, to those who are retired or approaching retirement – all of whom are wishing to secure their financial future. Wesselton Associates offer you the benefit of face-to-face advice to meet all your financial needs, whether your priority is to:
- preserve and build capital
- gain financial protection against risk
- reduce Inheritance Tax liability
- obtain mortgage advice
In 2001 Wesselton Associates was invited to join the highly prestigious St. James's Place Wealth Management Group as a member of their Partnership. This enables us to draw on the resources of a highly respected and successful organisation.
We aim to keep our clients aware of the most up to date information within the markets, producing a Monday Market Bulletin is just one example. You may view this by clicking on the Market Update link on the left hand side of this page.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
We hope you find our website of interest, please do email us direct with any queries you may have.
Some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.