Bear in mind the value of investments can go down as well as up. You could get back less than you invest.
The With Profits Stocks and Shares ISA helps to reduce the impact of market volatility through a process called ‘smoothing’. It means you can worry less about market dips.
A simple and transparent stocks and shares ISA, the WUTM Unit Trust ISA allows you to invest your tax-free ISA allowance in up to six fully managed funds.
The Capital Investment Bond (CIB) is designed for investing a lump sum, providing the potential for capital growth and income.
Want to be more flexible with your investment? Our easy-to-manage Flexible Savings Plan allows you to mix regular and one-off payments.
A simple investment account with no upper limit on how much you can save.
Investments are a big decision. That’s why Specialist Financial Advisers from Wesleyan Financial Services are on hand to help you make the right calls with your money.
Your adviser will review your financial position, consider your goals for the future and make a recommendation right for you.
There’s no obligation to take out an investment with Wesleyan. Just note that if you do decide to invest following advice, an initial advice charge will apply to your investment.
The junior version of the WUTM ISA helps you get your children off to a strong financial start. Make tax-free savings of up to £9,000 in the 2024/2025 tax year.
Boost your retirement pot by investing in a private pension. With Wesleyan’s Personal Pension Plan, you can access a range of funds from as little as £150 a month.
