Account
Login
The Wellesley Client Portal is a centralised, digital dashboard, giving you real-time visibility and management control over your investments, pensions, and financial portfolios. The portal serves as a unified, paperless access point for all of your financial data.
Log in to view a high-level visual dashboard summarising your overall net worth and total asset allocation. Review detailed yield reports and historical performance tracking to monitor how your money is growing alongside market analyses, investment proposals, and a “traffic light” rating system to evaluate fund health.
My Wellesley
Login
My Wellesley is an ‘online filing cabinet’ where everything is kept securely in one place: every paper is in order, easily searchable, deadlock-secure and easily accessible. Protected by ultra-secure technology, all your documents are available to you, wherever you are – you can even upload personal documents on the move.
My Wellesley will also assist you with intergenerational planning, helping you to keep documents and memorabilia safe for future generations. Please note that this service is separate and distinct to those offered by St. James’s Place.
SJP Wealth Account Login
Accessing your Wealth Account summary provides you with a high level view of your investments with St. James’s Place. The Wealth Account includes all plans owned by you individually or jointly with someone else. The totals include the full value of all jointly held investments.
Not only will you have all your information in one place, you can help the environment, too! The SJP online services allow documentation to be viewed seamlessly online, on-demand and ready when you need it.
My Wellesley Login
My Wellesley is an ‘online filing cabinet’ where everything is kept securely in one place: every paper is in order, easily searchable, deadlock-secure and easily accessible. Protected by ultra-secure technology, all your documents are available to you, wherever you are – you can even upload personal documents on the move.
My Wellesley will also assist you with intergenerational planning, helping you to keep documents and memorabilia safe for future generations. Please note that this service is separate and distinct to those offered by St. James’s Place.
Invest time in our newsletter
Wellesley, together with Söderberg & Partners, are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see our Privacy Policy.
