Take control of your financial future


Investment is a key way to ensure a financially secure future. But there are many strategies you can take that will suit different lifestyles and aspirations. Here, Senior Adviser Richard Rochford looks at some of the main investment solutions, and why taking advice can help you make the most of your opportunities.

Financial security isn’t something that happens by chance – it requires careful planning, a long-term vision and, above all, a clear strategy.

However, understanding the best investment strategy can be difficult. The truth is that the most advantageous strategies are those that work best for your individual ambitions, objectives and risk tolerance.

It is important to identify your short- and long-term objectives – start with the end in mind: what do you want to achieve? By when? Your individual investment path is one that you need to be comfortable with for years ahead. Plus, you need to be secure in the knowledge that you can meet any unexpected short-term expenses.

Speak to an expert

Another key factor in creating and maintaining the right investment strategy is seeking the help of an expert. When going at it alone, it can be all too easy to let your emotions drive your investment decisions – especially with the current volatility of Brexit – but this can have damaging results. An experienced Financial Adviser can offer the emotional discipline required to ensure plans are acted upon, by providing guidance, support and stability to help you stay on course to reach your financial goals.

Here at Wellesley Wealth Advisory, our dedicated advisers have many years’ experience in wealth management and will work with you to create a bespoke solution focused on your individual interests and aspirations.

Our investment solutions

At Wellesley, we offer a range of individual funds and risk-rated portfolios to help spread your investments across a wide range of asset types and countries. Whether you are looking to invest for income, growth or a combination of the two, we can provide the quality advice, wide-ranging investment solutions and ongoing service to help you achieve your financial goals.

We create a personalised and well-diversified portfolio that is completely bespoke to you, and matches the risks that you, as an investor, are prepared to take. With a regular review, we will ensure that your portfolio is adjusted to reflect the ever-changing needs and markets.

Take a look at our comprehensive investment solutions to see how we can support you with your financial decision-making in order to secure your financial future:


An ISA (Individual Savings Account) can be used to save for anything, from short- or long-term saving to retirement planning, providing you with tax efficiency and flexibility. ISAs form the core of most investment portfolios and provide a simple tax-efficient solution to save for the future. Read more about ISAs here.

Junior ISAs

JISAs (Junior Individual Savings Accounts) are a simple, flexible and tax-efficient way of saving for the younger generation, helping you to invest for a better future for your child or grandchild. Child savings accounts also provide tax-free interest; however, if a parent gives money to a child that generates more than £100 a year in interest, tax is paid at the parent’s marginal rate. A Junior ISA, on the other hand, has no such restrictions. Find out more about Junior ISAs here.

Investments to suit your needs

From investment bonds to offshore investments, we can provide a comprehensive range of investment solutions to help you achieve your future aspirations. Find out more here.

For more information

If you have a question about investment or planning for the future, or would like more information about our services, please contact Wellesley Wealth Advisory on 01444 244551 or via email at info@wellesleywa.co.uk.

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Author: Richard Rochford
Author: Richard RochfordSenior Adviser