Wellesley Investments and Pensions is a specialist investment advisory and pension consultancy firm. Our advisory direct investment management offering brings the attention to detail, cost efficiency and technical expertise of institutional fund and treasury management to individual investment and pension portfolios. Investment portfolios are constructed with systematic reference to risk and return to optimise returns for given levels of risk.

Proactive investment decisions are accompanied by continuous risk assessment across numerous factors which change as the investment environment changes to ensure that portfolio volatility and returns are carefully managed. Our technical pensions expertise involves advising and consulting on the most complex aspects of pension structures for both individual pension arrangements and corporate schemes.

Our main services are organised around the following areas: