Page 19 - Cottesmore Hotel, Golf and Country Club

Our experts keep you on par with your personal finances – speak to us today
As an adviser with Wellesley Wealth Advisory, my passion, along with more than 20 years’ experience, lies in providing bespoke advice tailored to people’s individual requirements. I advise clients on all aspects of financial planning, and specialise in investments and retirement planning.
At Wellesley we pride ourselves on our personalised service that focuses on your own interests and aspirations, and we aim to create long-lasting relationships between our clients and advisers. Wellesley is underpinned by St. James’s Place, which guarantees the suitability of the advice we provide.
If you’re looking for guidance on planning for your future, please do not hesitate to contact me for an appointment. I am happy to meet you at Cottesmore Golf Club, or another location of your choice.
I look forward to speaking with you.
What she can do
• Retirement planning • Financial planning for families
• Investments • Inheritance Trust planning
• Corporate pensions planning
Samantha Kaye, Chartered Financial Planner Associate Member of Resolution
Wellesley House, 50 Victoria Road,
Burgess Hill, West Sussex RH15 9LH
07894 903590 | samantha.kaye@sjpp.co.uk | www.wellesleywa.co.uk
Wellesley Wealth Advisory is a trading style of Wellesley Investment Management Limited, registered in England & Wales No. 6530147. Registered office: 44 The Pantiles, Tunbridge Wells, Kent TN2 5TN. Wellesley Wealth Advisory is a Principal Partner Practice of St. James’s Place Wealth Management.