4-5 June 2024

Manchester Central

Exhibitors

Business profile

Her Wealth at Wellesley Wealth Advisory

I joined WWA in 2019, following 20 years working in a pensions legal and technical environment. During this time, I provided in-depth support to a variety of St James’s Place practices and their advisers, as well as Independent Financial Advisers, helping to formulate plans for their clients and deal with technically complex pension schemes.

More recently my focus has been to understand the key life events that can leave women disadvantaged when thinking about their investments and future financial security. As a result of my research, I’m now proud to say that Wellesley is championing ‘women’s wealth’ through the creation of Her Wealth at Wellesley Wealth Advisory.

So, wherever you are on your financial journey, ensure you’re getting the right advice on planning for a secure future.

Samantha Kaye

Adviser & Fellow of the Personal Finance Authority. I’m also an Associate Member of Resolution.

Visit our stand to be in with a chance of winning a bottle of Bolney Cuvée Rosé!

OTHER LOCATIONS

Manchester

4-5 June 2024

Manchester Central

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2-3 October 2024

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