The value of an investment can go down as well as up. You may get back less than you invested.
Taxation rules can changes at any time and are dependent on individual circumstances.
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SJP Approved 10/02/2026
Wellesley is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Wellesley is a trading name of Wellesley Investment Management Ltd. Registered Office: 44 The Pantiles, Tunbridge Wells, Kent, England TN2 5TN. Registered in England & Wales, Company No. 06530147