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Dear [advisorname,fallback=Client],

I hope you had a very Merry Christmas!

Whilst we all make our New Year’s resolutions and try to get organised for 2019, our New Year’s gift to you will be invaluable.

Our mobile app is your portable ‘online filing cabinet’ where you can store all your personal documentation in one place.

It is very simple to log in. If you have not logged into WealthSafe before, register using the link below.

Already registered? Download the app today.

Once you have registered your account using the link above, you can download our mobile app by searching ‘Doc Portal’ in the App Store or Google Play store.

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Moving forward, this will be our preferred method of communicating with you. It ensures secure two-way collaboration, meaning we can instantly share documents with you and vice versa.

Intuitively designed and easy to use, it will hopefully improve the way you manage your important wealth documentation.

If you have any questions, please feel free to get in touch. 
If you require support in using the app, please feel free to download our user guide below, or feel free to call on 01444 849451.
From everyone here at Wellesley Wealth Advisory, we wish you a Happy New Year and all the very best for 2019.

Regards,

Name Here

Wellesley Wealth Advisory
Principal Partner Practice of St. James’s Place Wealth Management
Wellesley Wealth Advisory, Wellesley House, 50 Victoria Road, Burgess Hill, West Sussex RH15 9LH

01444 244551 info@wellesleywa.co.uk  www.wellesleywa.co.uk
The value of an investment with St. James’s Place will be directly linked to the performance of funds selected and may fall as well as rise. You may get back less than the amount invested. Equities do not provide the security of capital associated with a deposit account with a bank or building society. 

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.

Telegraph Wealth Management Service is provided by St. James’s Place Wealth Management plc. Registered in England, registered no. 4113955, registered office St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire GL7 1FP. Telegraph Media Group is an Introducer Appointed Representative of St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.  Telegraph Media Group Limited, 111 Buckingham Palace Road, London SWlW ODT, company registration number 451193.

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