Support Staff

Support staff at Wellesley Financial Investment

Due to the comprehensive service that Wellesley Wealth Advisory offer our clients, each Director has at least one PA. There are currently seven PAs and six additional support staff employed within the Company.

Our experienced and professional team ensure that all your administration is dealt with in an efficient and timely manner. This means you receive a service that differentiates us from the crowd.

Wellesley Wealth Advisory’s current support staff are as follows:

  • Keith Jamieson – Finance Director
  • Sharon Holder – Office Manager
  • Lynn Fuller – Practice Coordinator
  • Lisa Foreman – Legal Services Administrator
  • Davina Sams – Seminar Coordinator
  • Courteney Boxall – P.A. to Tony Hannigan
  • Cassie Shaw - P.A. to Ian Howard
  • Nicky Ebeling – Administration Assistant to Ian Howard
  • Sally Gabbitas – P.A. to Steve Gabbitas
  • Kay Hope – P.A. to Steve Gabbitas
  • Sue Riches – P.A. to Richard Rochford
  • Madeline Hallett – P.A. to Jason Adams
  • Tracey Montague – P.A. to Piers Bonnett

Click here to see our Directors/Advisers page