Whatever stage you’re at in life, we can advise you
At Wesleyan, we’re committed to creating brighter financial futures for the professions we all trust.
Whether you're a doctor, dentist or teacher, you can get advice and support from a Specialist Financial Adviser from Wesleyan Financial Services. We’re here for you whenever you need us, throughout your career and beyond.
How financial advice works
Find your Specialist Financial Adviser
Book an appointment with an adviser who specialises in your profession and is local to your area.
Discuss your finances
We’ll meet you for a review of your finances. Get a bespoke financial plan, with advice to get you where you want to be. Charges may apply.
Advice when you need it
We’re always here to help. As your lifelong partner, you can get advice when you need it from your Specialist Financial Adviser.
The professions we serve
Doctors
Dentists
Teachers
What we offer
Invest for your future
The Wesleyan Group offers a range of investments, along with specialist advice, that could help you take a step closer to reaching your financial goals. From tax-free ISAs to commercial investments, see if there's an option suited to your financial needs.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Be retirement ready, whatever your age
It's never too early to start planning your retirement. The Wesleyan Group offers pension and retirement advice, as well as a personal pension plan that offers 14 risk-rated funds from which to build your pot.
If your profession is in healthcare or teaching, the advisers from Wesleyan Financial Services can also give you specialist guidance on the NHS and Teachers' Pension Schemes.
A range of cover to suit your needs
When it comes to insurance, we've got you covered. From home and motor to business cover, Wesleyan Financial Services will put the hard work into finding the right policy for you.
If you're not yet ready to renew your policy, you can register your renewal date with us and we'll be in touch to help you find your insurance, closer to the time.
Find the right mortgage deal for you
No matter where you are on the property ladder, Wesleyan Financial Services can help you get a mortgage suited to your needs. Based on your circumstances, a Specialist Financial Adviser can offer expert and impartial advice, finding a deal that is right for you.
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments.
Protect you and your family
Don't put your home, lifestyle or family at risk. Make sure you're insured if the worst happens, or you find yourself unable to work due to illness or injury. From critical illness to mortgage protection, we can help you find peace of mind in event of the unexpected.
Wesleyan Financial Services can also find specialist cover if you work in the healthcare or teaching professions, providing the protection you and your family need.
The Wesleyan Group offers a range of investments, along with specialist advice, that could help you take a step closer to reaching your financial goals. From tax-free ISAs to commercial investments, see if there's an option suited to your financial needs.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
It's never too early to start planning your retirement. The Wesleyan Group offers pension and retirement advice, as well as a personal pension plan that offers 14 risk-rated funds from which to build your pot.
If your profession is in healthcare or teaching, the advisers from Wesleyan Financial Services can also give you specialist guidance on the NHS and Teachers' Pension Schemes.
When it comes to insurance, we've got you covered. From home and motor to business cover, Wesleyan Financial Services will put the hard work into finding the right policy for you.
If you're not yet ready to renew your policy, you can register your renewal date with us and we'll be in touch to help you find your insurance, closer to the time.
No matter where you are on the property ladder, Wesleyan Financial Services can help you get a mortgage suited to your needs. Based on your circumstances, a Specialist Financial Adviser can offer expert and impartial advice, finding a deal that is right for you.
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments.
Don't put your home, lifestyle or family at risk. Make sure you're insured if the worst happens, or you find yourself unable to work due to illness or injury. From critical illness to mortgage protection, we can help you find peace of mind in event of the unexpected.
Wesleyan Financial Services can also find specialist cover if you work in the healthcare or teaching professions, providing the protection you and your family need.
You may be interested in...
The rise of portfolio careers
Are you considering a portfolio career? Download our in-depth report to see what they mean for medical professionals and their patients.
You can read about the real-life experiences of 200 GPs and hospital doctors, as well as medics from our Members Advisory Board.
Retirement Club
Get the support you need to reach your post-work goals by joining the Retirement Club from Wesleyan Financial Services. For doctors, dentists and educators.
Podcast - Investment and asset classes
GUIDE
A guide to pensions for limited company directors
Here we outline everything you need to know about pensions as a limited company director – from how to make contributions to potential tax benefits.
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NHS pensions and divorce
Wondering what happens to your NHS pension when you go through a divorce? What about the dissolution of a civil partnership? We have the answers.
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Teachers' Pensions and the abatement rule
Find out what the abatement rule is, who it applies to, and how to avoid breaching it if you want to continue teaching past your normal retirement age.
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Vicarious liability for dentists
In this guide, we outline how vicarious liability applies to dentists - from key legal cases to what you can do to protect yourself against risk.
Our heritage
Since 1841, the Wesleyan Assurance Society has been helping people reach their financial goals
In safe hands
Over 250 Specialist Financial Advisers from Wesleyan Financial Services are supporting the nation’s most trusted professions
Excellent service
94% of Wesleyan Financial Services' customers rated their Specialist Financial Adviser as very good or excellent in 2024
Award-winning
Wesleyan Assurance Society won Investment Team of the Year (Re/insurer) at the Insurance Asset Risk Awards 2023