Wellesley Financial Services Limited (FCA number 1056067) is an appointed representative of Söderberg & Partners Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 671601.

Wellesley is a trading name of Wellesley Financial Services Limited. Registered in England and Wales, No: 17030726. Registered office: Henwood House, Henwood, Ashford, Kent, TN24 8DH.

This website is intended for UK residents for information purposes only and does not constitute financial advice or a personal recommendation.

Investment involves risk to your capital.

The value of investments can go down as well as up, and you may get less than you originally invested.

The value of pensions and any income taken from them can fall as well as rise and is not guaranteed.

Inheritance Tax rules are subject to change and depend on your individual circumstances.

The FCA does not regulate tax or trust /estate planning. Tax rules are subject to change and are based upon your personal circumstances.

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