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Investing In A Wellesley ISA: The Basics

3rd March 2020

With the end of the tax year fast approaching, here's everything you need to know about investing within a Wellesley ISA... What is an ISA? An ISA (Individual Savings Account) is a tax-efficient way to save or invest money. In...

Bear in mind

The Wellesley Property Bond has a fixed rate and duration.
The Wellesley Property Bond is an ISA eligible investment, allowing you to earn tax-free interest on your investment. Please note, tax allowances and the tax efficient benefit of ISAs could change in the future.
As Wellesley Secured Finance Plc is responsible for issuing bond notes which is a non-regulated activity, it is not authorised or regulated by the FCA.
As Wellesley & Co. is responsible for arranging deals in investments via the online investment platform which is a regulated activity, it is authorised and regulated by the FCA (FRN 631197).

Your capital is at risk and interest payments are not guaranteed. Investment in the Wellesley Property Bond is not covered by the Financial Services Compensation Scheme (FSCS). In the event of a loan default or if Wellesley Secured Finance Plc becomes insolvent, you may lose some or all of your investment, including interest payments due. If you are in any doubt about making an investment you are strongly recommended to consult a trained professional financial advisor. Before you subscribe to the Wellesley Property Bond you should ensure that you fully understand the risks and determine whether the investment is suitable for you on the basis of all the information available, including the Wellesley Property Bond prospectus.

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 Secured Finance Plc was established as a special purpose vehicle for the sole purpose of issuing asset backed securities and is not part of Wellesley Group.

The information contained in this website has been approved as a financial promotion for UK publication by Wellesley & Co Limited (FRN 631197) who is authorised and regulated by the Financial Conduct Authority (FCA).

Wellesley & Co Limited and Wellesley Finance Plc are registered in England and Wales and their registered office and trading address is at St Albans House, 57/59 Haymarket, London SW1Y 4QX. The registered address for Wellesley Secured Finance Plc is 1 Bartholomew Lane, London, EC2N 2AX..

Require further information?
Call our customer service team on 0800 888 6001 or e-mail us on [email protected]