Welcome to interactive investor

Wellesley Finance Limited entered into a CVA in October 2020. If you need a reminder of the details and of what the CVA means for your Wellesley Property Bonds, please visit Wellesley’s investor support website.

Under the terms of the CVA, Wellesley Property Bond holders are receiving capital repayments in stages. The exact repayment terms and dates were e-mailed to you on 24 November 2020. The final repayment is due to be paid into your account in early January 2022.

As the Share Centre service is now closed, the move was a practical step we needed to take to make sure your final repayment reaches you. As soon as you receive your repayment into your ii account you can withdraw your money if you wish, and your account will be closed.

We will not apply any charges to your account for as long as you only hold your Wellesley Property Bonds and any money associated with your previous Wellesley Share and/or ISA account.

The Wellesley Bonds will remain on your account until we receive confirmation that no further payments are to be made.

Once all payments have been made you can leave your money in your account and use our service for the future. In this case our Investor service plan charges will apply. You can find the details in our charges section. Alternatively, you can withdraw all your money and ask us to close your account.

You can access a Stocks and Shares ISA, Trading Accounts, Self-Invested Personal Pension and Junior ISA on our platform. You can also choose from a huge range of investments, including UK and international shares, funds, investment trusts and exchange traded funds (ETFs).

You can pay money in by direct debit or debit card payment and your debit card details are securely stored so they can be reused, quickly and easily.

If you decide to stay on after your final capital repayment, your will pay a flat monthly service plan fee on our platform. This can cover you for your own ISA, Trading Account and as many Junior ISAs as you have children. You also have the option to add a Self-Invested Personal Pension for an additional £10 a month. You can choose from three service plans to find the best value for you and will start on our popular Investor plan. With each service plan you get at least one free trade a month, pay a competitive flat fee for UK trading at all trade sizes and there are no charges for regular investing.

You have the option to set up a direct debit to pay your monthly service plan fee, which can be a convenient way to pay and means you will not have to remember to keep your account topped up with cash to cover it. Otherwise, your service plan fee is taken from any available money in your Trading Account or ISA.

Yes. You will receive broadly the same types of statement and document on the ii platform as you did from your previous service.