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Dear ,

I am an Adviser at Wellesley Wealth Advisory, and am writing to introduce myself, our company, and a service I believe might be of interest to .

Wellesley are a team of highly experienced financial experts, offering a personal wealth management service that focuses on your interests and aspirations. This can provide a valuable service to your employees by helping them with advice on pensions and other personal matters that enable them to plan effectively for later life – thus enhancing your standing as an employer.

Statistics from the Money Advice Service1 recently revealed that more than half of people in the UK either aren’t saving at all for their retirement, or they aren’t saving nearly enough to give them the standard of living they desire. That’s where I can help – I would like to come into your business, at a time convenient for you, and provide a one-to-one consultancy with your employees, helping them to take the right steps to save enough money to ensure a comfortable and fulfilling retirement. This will not only be beneficial to your employees but to your business too – increasing employee loyalty by showing them that you care about their future.

If you would like to find out more about either of the services I have outlined above, then I would love to hear from you. You can contact me via email, at Luke.Henley@sjpp.co.uk, or by telephone, on 01444 849840.

Yours faithfully,

Luke Henley
Adviser
Wellesley Wealth Advisory
Protect your Business

Another area of financial planning I could assist with is providing advice on how best to protect your business. Different types of business continuity planning are available, which take into account factors such as the age, size and structure of your business. I can help you to identify any vulnerabilities and assist you with establishing a procedure for the recovery, resumption and maintenance of ongoing business operations in the case of a crisis or unforeseen event.
About Wellesley

Based in Burgess Hill, we pride ourselves on offering a highly personalised service by creating long-standing relationships between our clients and advisers. We are here to share our expertise in a way that can be clearly understood so that, together, we can make wise choices about your money. Wellesley is underpinned by St. James’s Place, a FTSE 100 company, which guarantees the suitability of the advice we provide, giving our clients an added level of protection.