Wellesley Group are an established alternative property finance firm helping to build more homes in the UK and enabling investors to make returns on their investments.
The Group works to achieve fair returns on their investments for retails investors in either specific loans or the firm in general by connecting them and delivering lending solutions to creditworthy and professional house-builders (borrowers). The Wellesley Group consists of Wellesley & Co Ltd, Wellesley Finance Plc and Wellesley Group Investors Ltd.
None of the companies in the Wellesley Group are covered by the Financial Services Compensation Scheme (FSCS).
The Wellesley Group
Our core objective is to provide investors with higher returns than can be accessed through traditional investment routes whilst simultaneously providing financing to experienced commercial borrowers within the UK residential property market. It is important to remember that as with most investments, there is a risk that if a borrower does not repay you may lose your initial invested capital. This means your capital is at risk and interest payments are not guaranteed.
Wellesley & Co Ltd
A Peer-to-Peer Lending Platform.
Investing through the platform allows lenders to be matched directly to loans that are originated by Wellesley Finance Plc and the right and benefits of these loans are novated to investors.
Wellesley & Co Limited is authorised and regulated by the Financial Conduct Authority (FCA), under interim authorisation (Registration Number 655503). Wellesley & Co Limited is not covered by the Financial Services Compensation Scheme (FSCS).
Wellesley Finance Plc
A specialist SME property development finance lender.
Wellesley Finance Plc is responsible for the origination and management of asset backed loans. Wellesley Finance Plc underwrites, structures and initially funds residential property lending transactions which subsequently can be acquired and matched to various investment products.
Wellesley Finance Plc issues the Wellesley Mini-Bond, the proceeds of which are used for lending and business expansion and the Wellesley Property Mini-Bond, which offers investors the opportunity to invest directly into asset backed loans made by Wellesley.
Wellesley Finance Plc is not regulated and does not carry out any regulated activities. Wellesley Finance Plc is not covered by the Financial Services Compensation Scheme (FSCS).
Issues Wellesley Property Bonds. These bonds are used to acquire loans originated by Wellesley Finance.
Wellesley Secured Finance Plc was established as a bankruptcy remote special purpose vehicle for the sole purpose of issuing asset backed securities. Wellesley Secured Finance Plc is not a part of the Wellesley Group.
Wellesley Secured Finance Plc is not authorised or regulated by the Financial Conduct Authority. Wellesley Secured Finance Plc is not covered by the Financial Services Compensation Scheme (FSCS).
Executive Management Team
CEO & Founder
Graham started his career in the city working within the derivatives industry for firms including Hoare Govett, Banque Indosuez and ING Bank before founding IFX Markets which was one of the first online institutional and retail providers of foreign exchange and spreadbetting. After taking the company public on the London Stock Exchange, Graham acquired ODL Securities in 2004 which he grew to being an international leader in FX trading which he merged with FXCM in 2010 as part of the company’s floatation on the New York Stock Exchange. Up until recently, Graham was the Vice Chairman for FXCM and also was the chairman of Prestige Asset Management where he was responsible for building a significant agricultural loan book. Graham founded Wellesley & Co in 2013, he is the chairman of Wellesley & Co and plays an active role in the credit committee.
Director & Co-Founder
After attending university in Scotland, Andrew moved to London to start working within the derivative trading industry as an investment adviser and sales manager. Andrew’s most recent roles were within ODL Securities and then FXCM where he performed the roles of Marketing Director and latterly Vice President for FXCM Europe specialising in the retail and institutional foreign exchange trading platform services. Whilst at FXCM Andrew managed their trading relationship with Barclays Stockbrokers which was branded Barclays Margin FX and also led the firm’s strategy in the Turkish FX markets. Andrew is responsible for managing the needs of all lenders who invest through the Wellesley & Co platform.
Head of Portfolio Management
Simon has worked in banking for over 25 years. He started his career at NatWest where he focused on SME and property lending then moved to BayernLB where he structured property, project and leveraged finance transactions and ran a €1.5 billion European loan portfolio. Simon has also worked at Morgan Stanley, Blackrock, HM Treasury and U.K. Export Finance. He joined us in 2016 from Co-op Bank where he was Director of Portfolio Management. He holds a degree in Banking and Finance from Cardiff University.
Chief Financial Officer
Ian is a qualified accountant with more than 23 years post-qualified experience in the Financial Services Industry, mostly in prudentially regulated businesses. He has been a CFO and Board member for nearly ten years, most latterly at the successful boutique property bank, Cambridge & Counties. Ian’s prior experience includes roles at HSBC, Citigroup and the Union Bank of Switzerland where he has gained a broad exposure across the technical functions of the accounting profession. His outlook is a commercial and strategic one, having led a business division in Consumer Finance, managed operational functions in HR, IT and facilities, as well as performed the key first line activities under prudential regulation.
Dagmar has over fifteen years’ experience split between law, investment banking and entrepreneurship. Dagmar began her career as an M&A lawyer at Clifford Chance and Skadden Arps, spending time on secondment in the Legal and M&A departments of the Airbus Group in Paris. After her MBA, she worked in investment banking, focussing particularly on TMT and Fintech transactions and gained business experience when she was brought in to restructure a start-up for a portfolio investor. Dagmar holds a BA in Jurisprudence from Oxford University and an MBA from INSEAD. Dagmar joined Wellesley as General Counsel in December 2016 and is a member of the Executive Committee.
Non-Executive Advisory Team
Wellesley Group Investors Ltd
Wellesley Group Investors Ltd
Wellesley Group Investors Ltd
Non-Executive Director and Chairman, Wellesley & Co. Ltd
Investment through Wellesley involves lending to individuals or companies and therefore your capital is at risk and interest payments are not guaranteed if the borrower defaults. It is important to remember that historic loan default rates are not necessarily indicative of future default rates. Wellesley Secured Finance Plc (the Issuer) was established as a special purpose vehicle for the sole purpose of issuing asset backed securities. Wellesley Secured Finance Plc is not part of Wellesley Group Limited. Wellesley Secured Finance Plc is not authorised or regulated by the Financial Conduct Authority. Wellesley Secured Finance Plc are not covered by the Financial Services Compensation Scheme (FSCS).
The Wellesley Property Mini-Bonds are issued by Wellesley Finance Plc, a company incorporated in England and Wales with its registered office at 6th Floor, St Albans House, 57/59 Haymarket, London SW1Y 4QX. The information contained in this webpage which relates to Wellesley Mini-Bonds and Wellesley Property Mini-Bonds has been approved as a financial promotion for UK publication by BDO LLP, 55 Baker Street, London W1U 7EU (FRN: 229378) which is authorised by the Financial Conduct Authority to conduct investment business.
The Wellesley Property Bond is issued by Wellesley Secured Finance Plc (10565816) whose registered office is at 35 Great St. Helen’s, London EC3A 6AP. The information contained in this webpage which relates to the Wellesley Property Bond financial promotion has been approved for the purpose of section 21 of the Financial Services and Markets Act 2000 by The Share Centre Limited. The Share Centre Limited is authorised and regulated by the Financial Conduct Authority and is entered in the register under 146768.
Wellesley is the singular name for the following collective of companies, Wellesley Group Limited (09811856), Wellesley & Co Limited (07981279) and Wellesley Finance Plc (08331511). Wellesley & Co Limited is authorised and regulated by the Financial Conduct Authority (FCA) under interim permissions (Registration Number IP655503). Wellesley & Co Limited is not covered by the Financial Services Compensation Scheme. Wellesley Finance Plc is not authorised or regulated by the Financial Conduct Authority. Wellesley Finance Plc and Wellesley Secured Finance Plc are not covered by the Financial Services Compensation Scheme. Wellesley & Co Limited and Wellesley Finance Plc are registered in England and Wales and their registered office is at St Albans House, 57/59 Haymarket, London SW1Y 4QX. The trading address for both Wellesley & Co Limited and Wellesley Finance Plc is St Albans House, 57/59 Haymarket, London SW1Y 4QX, UK.
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