About Us

In September 2000, five business partners who between them shared over 60 years experience in financial planning founded the Welbeck Group. Since then it has grown to become a diverse company providing a wide variety of financial planning products and advice ranging from wealth creation and asset protection for both private individuals and small to medium sized businesses. It now has over 40 individuals working across six core divisions.

Based in the City of London, Welbeck is helping people. No matter whether they have just graduated looking to buy their first home, parents wishing to protect their family, mid to high net worth individuals concerned about the amount of tax they pay, people interested in saving or investing for capital growth or pensioners looking to make the most of their income and who also wish to pass on their estates for future generations in the most tax efficient manner.