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Dear [fullname,fallback=Client],

Just a quick reminder to sign-up for our portable document filing app, WealthSafe. Here, you can store all your personal documentation securely in one place.

Intuitively designed and easy to use, WealthSafe aims to improve the way you manage your important wealth documentation. Protected by ultra-secure technology, all your documents are available to you, wherever you are – you can even upload personal documents on the move.

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.

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

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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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 244551.
Regards,

[adviser,fallback=Wellesley Wealth Advisory]
[jobtitle,fallback=Adviser]

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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