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WESLEYAN - Financial care since 1841

Advice Services for Existing Customers

If you've got questions, we've got the answers

An easily accessible source of information and advice, designed to keep you up to date on our range of financial products and services.

Which investment plan, insurance policy, protection scheme is right for me?

Decisions...decisions. With so many options available, making exactly the right choice can be tricky. Our specialist Financial Consultants can help you decide what's best, in both your personal and professional lives.

  • Retirement Planning

    Retirement should be an enjoyable and exciting new chapter in your life. But to make this possible, you need to make plans. And with so many options available, a little help can be useful. Ask Wesleyan for advice on the best choice for you.

  • Inheritance Tax Planning

    You can increase the amount you leave your family and beneficiaries in a number of ways. One of the most important is inheritance tax planning. At Wesleyan we can advise and help you to minimise this potential tax liability.

  • School Fees and University Planning

    Of course you want the best education for your children, But private schooling and university can be expensive. Ask Wesleyan to help you explore the options you can afford and give your children the future you want.

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