Wellesley Investments and Pensions was established as HBCL Investments & Pensions in 2007. Following the merging of the firm with BDO’s Private Wealth Management business in Limerick in 2012, the combined firm has become Wellesley Investments & Pensions and bring to our clients specialist expertise in the area of investment management and technical pensions advice
Our clients range from individual investors to large corporate investment funds and pension schemes. We provide both ongoing advisory services to investors and personal and corporate pension clients as well as specific “one-off” consultations generally focussing on a particular requirement. As an independent advisory firm we are frequently engaged to provide independent reviews of third-party managed investment portfolios.
For personal clients we provide a full range of pension structures, general financial planning services and investment management options which can be tailored for each individual employment and taxation circumstance. These include the setting up of pensions for investment in directly invested “self-administered” portfolios which can be funded either directly by a company or by the client through their payroll.
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