Wellesley Investments & Pensions Ltd. is an independent, financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement planning and provisioning.
Wellesley was established as HBCL Investments & Pensions Ltd. in 2007. Following the merging of the firm with BDO’s Private Wealth Management business in Limerick in 2012, the combined firm became Wellesley Investments & Pensions Limited.
Wellesley advises over 450 clients on all aspects of wealth and retirement management and planning, tailored to each individual’s employment and taxation circumstance. We also provide specialist advice and consultancy services to corporates, pension schemes and other financial organisations. Our clients vary from semi-state pension schemes to high net worth private clients.
Our solutions-focused team consists of specialists in the areas of investment portfolio management, risk management, governance and pensions and retirement planning. We also have access to some of the leading practitioners in the areas of personal and corporate taxation and general business advisory services enabling us to provide an holistic advisory service.