Customer FAQs

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      Your Account FAQs

      Your Account FAQs

      Please click here for account login support.

      Wellesley Classic can be accessed by clicking ‘Wellesley Classic’ from the top menu when you first login to your Wellesley account.

      As we're unable to provide any personal advice on tax issues, should you have any queries regarding your tax position or liability, we recommend contacting your local tax office or an independent financial advisor.

      In the event of death, your account will be transferred over to your beneficiary who will act on your behalf. Repayment will continue to be made as per your selected repayment terms.

      No, none of the Wellesley investment products are covered by the Financial Services Compensation Scheme (FSCS), nor have they ever been.

      Wellesley Finance Limited's directors remain in control of the business throughout the duration of the CVA. The CVA will continue to be monitored by licensed insolvency practitioners from Duff & Phelps who will act as Joint Supervisors.

      Your personal information can be found by clicking your name on the drop-down menu that can be found at the top right of your screen. Should any of this information need updating, please get in touch with our customer service team on [email protected]

      Your bank account information can be found on the Account Overview page of your online account. Should you need to update your bank details, please get in touch with our customer service team on [email protected]

      Please note we may require additional documentation to confirm the bank account details you provided are in your name and not a 3rd party.

      Any funds held in a customer’s holding account are not invested, they are held within ring-fenced bank accounts and are not impacted by the CVA. You can arrange a withdrawal of these funds to your nominated bank account at any time. To do so please follow the below instructions:

        • Log in to your Wellesley account here.
        • Click the red 'Withdraw Cash' button.
        • Please complete the form and click 'Confirm' to send your withdrawal request.

      Please note, withdrawal requests will be processed as BACs payments and therefore will take up to three days to clear from the date stipulated in your request. They will be returned to the UK bank account linked to your account, details of which can be found on your 'Account Overview' page.

      Funds will be returned as per the terms of the CVA. A payment plan has been issued to each investor regarding their investments and payments are due to be paid in line with this.

      Business accounts are treated exactly the same as sole and joint accounts throughout the process.

      Wellesley processes withdrawal requests at approximately 3.30pm Monday to Friday. Withdrawals are processed by BACs; please allow four working days for funds to clear.

      An ISA is a tax wrapper for your investment which means that you do not pay tax on the interest earned. It does not offer any additional protection or security on your investment.

      How Do I...?

      How do I...?

      Please complete the following steps below to withdraw funds from your Wellesley holding account:

      1. Login to your Wellesley account here.
      2. Click ‘Invest’ from the top bar menu.
      3. Click the ‘Withdraw Cash’ button on the account you wish to make a withdrawal from.
      4. Complete the ‘Cash Withdrawal Request’ form and click ‘confirm’. Please note that your account balance will only reflect your withdrawal request, after we have instructed it at approximately 3.30pm each working day.

      Please note that funds will be returned to the bank account linked to your account. Details of which can be found on the Account Overview page on your account.

      You can update these via your Wellesley account. Simply login to your account here, hover over the icon in the top right-hand corner and select the relevant option from the drop-down menu.

      Your personal information can be found by clicking your name on the drop-down menu that can be found at the top right of your screen. Should any of this information need updating, please get in touch with our customer service team on [email protected]

      Your bank account information can be found on the Account Overview page of your online account. Should you need to update your bank details, please get in touch with our customer service team on [email protected]

      Please note we may require additional documentation to confirm the bank account details you provided are in your name and not a 3rd party.

      Ensure you have available funds in your holding account.

      1. Log into your Wellesley account here.
      2. Click the red ‘Withdraw Cash’ button.
      3. Please complete the form and click ‘Confirm’ to send your withdrawal request.

      Please note, withdrawal requests will be processed as BACs payments and therefore will take up to three days to clear from the date stipulated in your request. They will be returned to the UK bank account linked to your account, details of which can be found on your ‘Account Overview’ page.

      • View an overview of total funds across your accounts.
      • View the bank account details Wellesley has on file for you. This will be the bank account that any withdrawal requests will be paid into.
      • View all account transactions. You can select the time-frame you'd like to look at via the calendar icon under the Recent Activity heading. This is where you can see all payments relating to your payment plans.
      • Download a report of all activity

      If you're a customer with a Wellesley Classic account, please note that this does not document historic transactions and will therefore only show transactions that have occurred on the new platform.

      If you ever want to get back to the main Account Overview page of the dashboard, please click Clients from the top menu.

      Your capital is at risk and interest payments are not guaranteed. Investment in any Wellesley products are not covered by the Financial Services Compensation Scheme (FSCS).

      Wellesley is the singular name for the following collective of companies, Wellesley Group Limited (09811856), Wellesley & Co Limited (07981279) and Wellesley Finance Limited (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.

      Resolution Compliance Limited (FRN 574048). and Wellesley & Co Limited (FRN 631197) are authorised and regulated by the Financial Conduct Authority (FCA). Wellesley Secured Finance Plc and Wellesley Finance Limited are not authorised or regulated by the FCA.

      Wellesley & Co Limited and Wellesley Finance Limited 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 at 1 Bartholomew Lane, London, EC2N 2AX.

      Resolution Compliance Limited (No. 07895493) is a limited company registered in England & Wales with registered office at 2nd Floor, 4 St Paul’s Churchyard, London, EC4M 8AY, United Kingdom.

      Require further information?
      Please contact the customer support service provided by Resolution Compliance Limited on [email protected]