Wellesley Investment Management Ltd

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Wellesley Investment Management Ltd Financial advice, built around you. We are Wellesley, a team of highly experienced financial experts dedicated to fulfilling your wealth’s potential. The ‘St.

For 30+ years, Wellesley has helped clients across the South East and beyond build and protect their wealth through trusted personal and corporate financial planning. We pride ourselves on offering a personalised service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers. We believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family’s financial needs, giving you security for the future. Find out more about us here: https://www.wellesleywa.co.uk/about-us/

We have a unique, forward-thinking approach to financial planning. We understand that your financial situation is unique. This understanding informs everything we do, and it’s why we offer you a single relationship to meet all your financial needs. One adviser, one point of contact, one highly personalised service. Find out more about our dedicated team of advisers here: https://www.wellesleywa.co.uk/about-us/our-people/

Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice. Wellesley is underpinned by St. James’s Place, which guarantees the suitability of the advice we provide, giving our clients an added level of protection. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/ # #

What a fantastic day we had last Friday hosting the Wellesley Golf Day at Mid Sussex Golf Club.  It was brilliant to see...
14/09/2026

What a fantastic day we had last Friday hosting the Wellesley Golf Day at Mid Sussex Golf Club. It was brilliant to see everyone out on the fairways⛳ enjoying the friendly competition and catching up - a beautiful day to be out in Sussex☀️.

Swipe through to see a few more of our favourite shots from the day📷

A huge thank you to all our guests who joined us and made it such a memorable event and congratulations again to all our day's winners!!

The sun is out in full force at Mid Sussex Golf Club for our Wellesley Golf Day! ☀️⛳️The course is looking fantastic and...
11/09/2026

The sun is out in full force at Mid Sussex Golf Club for our Wellesley Golf Day! ☀️⛳️

The course is looking fantastic and conditions couldn't be better. Here’s to a great day ahead🏌️‍♂️🏌️‍♀️

📸 A few more pictures from a brilliant day at the 2026 Wellesley Knockout Finals!Congratulations again to all the teams ...
07/09/2026

📸 A few more pictures from a brilliant day at the 2026 Wellesley Knockout Finals!

Congratulations again to all the teams involved! ⛳️🏆

We have our 2026 Champions! 🏆⛳ Congratulations to Royal Eastbourne Golf Club on lifting the Wellesley Scratch Trophy, an...
07/09/2026

We have our 2026 Champions! 🏆⛳

Congratulations to Royal Eastbourne Golf Club on lifting the Wellesley Scratch Trophy, and to East Brighton Golf Club on taking home the Wellesley Scratch Plate after a fantastic day of competition Seaford Golf Club!

Commiserations to Worthing Golf Club and Copthorne Golf Club after two superb, closely fought finals.

Thank you to all the supporters, players, and hosts who made this year’s tournament such a memorable success! ☀️👏

Sussex County Golf

Finals Day is almost here! ⛳🏆 As official partners of Sussex County Golf, we’re looking forward to an outstanding day of...
02/09/2026

Finals Day is almost here! ⛳🏆

As official partners of Sussex County Golf, we’re looking forward to an outstanding day of golf on Seaford Golf Club's downland course this Saturday, 5th September for two major county honours:

🏆 Scratch Trophy: Worthing Golf Club vs. Royal Eastbourne Golf Club

🛡️ Scratch Plate: East Brighton Golf Club vs. Copthorne Golf Club

We’re proud to support local county golf and wish all four teams the best of luck!

The US rocketed into the headlines this week with news that a framework peace agreement has been reached between the US ...
16/06/2026

The US rocketed into the headlines this week with news that a framework peace agreement has been reached between the US and Iran. What’s more, SpaceX broke IPO records on Friday, while making Elon Musk the world’s first trillionaire. Discover what impact this has had on the global markets in WeeklyWatch.

On a more domestic level, proposed changes for mortgage lenders and cohabiting unmarried couples could see greater flexibility, and boosts to an individual’s security. Find out more in WeeklyWatch.



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WeeklyWatch – Lift-off for peace deals and SpaceX 16th June 2026 Stock Take Framework agreement reached between US and Iran Late on Sunday 14th June, it was announced that the US and Iran had agreed on a framework peace agreement, which is due to be signed later in the week. Markets

US Treasuries step aside as gold becomes central banks’ top asset. As more countries look to “de-dollarise”, what do the...
09/06/2026

US Treasuries step aside as gold becomes central banks’ top asset. As more countries look to “de-dollarise”, what do these ranking changes mean for the banks’ direction and consequently for investors? WeeklyWatch analyses what’s changed.

Concern on home soil as the Retirement Living Standards report by Pensions UK reveals that less than a quarter of people are able to live a ‘moderate’ standard in retirement. WeeklyWatch explains the findings and what they mean for you.



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WeeklyWatch – Gold outshines dollar 9th June 2026 Stock Take Gold surpasses US Treasuries as central banks’ top asset Many critics have wanted to call time on the US dollar as the premier currency for global trade for a few years. “De-dollarisation” is where countries seek to settle trades i...

While the S&P 500 enjoyed a period of searing growth, the same couldn’t be said for the FTSE 100, which has been left ou...
02/06/2026

While the S&P 500 enjoyed a period of searing growth, the same couldn’t be said for the FTSE 100, which has been left out in the cold over the same time period. But why have the two indexes fared so differently? WeeklyWatch explains all.

In the UK, many are weighing their options for their pension pots, ahead of the April 2027 change to avoid their pensions being included in inheritance tax. But they may face avoidable consequences as a result. WeeklyWatch reveals the issues at stake.

&P500

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WeeklyWatch – Two indexes: one hot, one cold 2nd June 2026 Key Takeaways A record high for US stocks in June which was boosted by a 19% drop in oil prices over the period. Additional catalysts included strong corporate earnings updates and an increasing pool of AI beneficiaries. Multi-year

Even Nvidia’s impressive earnings results were not enough to dominate investor headlines this week, as attention turned ...
27/05/2026

Even Nvidia’s impressive earnings results were not enough to dominate investor headlines this week, as attention turned to SpaceX and its potential public listing. With Elon Musk’s space technology giant expected to become one of the world’s most valuable companies, WeeklyWatch explores what this major development could mean for global markets and investors.

In the UK, 15 million people aren’t saving enough for retirement, according to the Pensions Commission, which also identified the groups most affected. Read WeeklyWatch for more details.



WeeklyWatch – SpaceX eclipse AI earnings 27th May 2026 Stock Take Good but not good enough for Nvidia Markets experienced a busy week last week! Over in the US, there were further market gains, and the S&P enjoyed another rise for the eighth week in a row. By style, small-cap and

The UK economy is already facing the pressures of slow growth, and the possibility of a leadership contest is adding fur...
19/05/2026

The UK economy is already facing the pressures of slow growth, and the possibility of a leadership contest is adding further uncertainty to the outlook. In this edition, WeeklyWatch explores market behaviour and bond yields, highlighting where the key economic challenges remain.

Meanwhile, following reviews into retail banking and the insurance sector, the FCA has turned its attention to investment firms and how they support bereaved customers. And the government has also released further details on proposed inheritance tax changes affecting pensions. Find out more in the latest WeeklyWatch.



WeeklyWatch – Assessing the market trigger points 19th May 2026 Stock Take There was a continued rise in UK government bond yields last week, thanks to investor concern over challenges to leadership and international questions. UK gilt behaviour explained In the UK, 10-year gilt yields stayed abov...

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Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 13:00

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+441444847140

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