Wellesley Investments & Pensions is an independent financial advisory firm specialising in the areas of investment portfolio management, investment risk management, and retirement planning and provisioning. We have particular expertise in the provision of technical advice and analysis to pension schemes. Established in 2007 the firm advises over 600 individual clients, corporate pension schemes, financial organisations and other corporates on all aspects of wealth and retirement management and planning, and specialist investment services. Our team consists of specialists in the areas of investment portfolio management, treasury and risk management and pensions and retirement planning. We also have access to some of the leading practitioners in the areas of personal and corporate taxation and general business advisory services enabling us to provide an holistic advisory service.