Wellesley
William Bates MICS is an experienced finance professional currently serving as Finance Manager at Wellesley Wealth Advisory since February 2022. With a strong background in accounting and finance roles at organizations such as Prax and Trentham Invest Ltd, William has developed expertise in financial processes, client invoicing, and data reconciliation. Alongside finance, William holds the position of RYA Senior Dinghy and Powerboat Instructor and Race Coach at Datchet Water Sailing Club since April 2006, focusing on teaching and ensuring safety in sailing courses. William's educational background includes a BA (Hons) in Business with Marketing from the University of the West of England and ongoing professional accountancy studies with ACCA.
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Wellesley
We are Wellesley, a team of highly experienced financial experts dedicated to fulfilling your wealth’s potential. We pride ourselves on offering a personalised service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers. We believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family’s financial needs, giving you security for the future. Find out more about us here: https://www.wellesleywa.co.uk/about-us/ We have a unique, forward-thinking approach to financial planning. We understand that your financial situation is unique. This understanding informs everything we do, and it’s why we offer you a single relationship to meet all your financial needs. One adviser, one point of contact, one highly personalised service. Find out more about our dedicated team of advisers here: https://www.wellesleywa.co.uk/about-us/our-people/ Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice. Wellesley is underpinned by St. James’s Place, which guarantees the suitability of the advice we provide, giving our clients an added level of protection. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved