On the road to retirement?

We offer pension and retirement advice to help guide you through your career and beyond.
Pensions & retirement

Financial adviceSavings & investmentsMortgagesInsurance

Whatever stage you’re at in life, we’re here to help

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 support from a Specialist Financial Adviser from Wesleyan Financial Services. We’re here for you whenever you need us, throughout your career and beyond.

More about financial advice

How financial advice works

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Find your Specialist Financial Adviser

We’ll match you with an adviser who specialises in your profession and is local to your area.

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Discuss your finances

We’ll meet you for a no-obligation review of your finances. Get a bespoke financial plan, with advice to get you where you want to be.

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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.

Book an appointment

Helping members save money...

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Get your 20% insurance discount
Did you know that Wesleyan members can get 20% off a range of insurance products? Claim your discount on cover for your home, motor, travels and more.
How can we help you today?
Existing customers
New customers
Tools and guides
You might be interested in…
WITH PROFITS ISA
A smoother way to invest
Our stocks and shares ISA gives you the potential to do more with your money - while 'smoothing' your returns to reduce the impacts of market volatility. Capital at risk.
With Profits ISA
tools
Inflation calculator
Could your money be worth less in the future? Use our calculator to find out how inflation can impact the real value of your savings.
Calculate
WEBINARS
Financial webinars
Boost your financial wellbeing with our free online webinars - designed to cover the key issues you face in your profession. 
Webinars
Female teacher sitting with two pupils
Insights
Female dentists' financial plans at risk
Research from Wesleyan Financial Services reveals  female dentists may be left at a financial disadvantage compared to their male colleagues. Find out why. 
Happy couple moving into home
MORTGAGES
Find a mortgage
There aren’t many things in life more important than a home. That’s why it means a lot to us to help people own their own property - and to take the stress out of every mortgage. Find a mortgage today.
Wesleyan staff celebrating 180th anniversary
AWARDS
Award win for Wesleyan's Investment Team
Wesleyan's investment team has been named ‘Responsible Investor of the Year’ by the Insurance Asset Risk Awards 2022.
Smiling female dentist sharing the screen of a tablet with a smiling female patient
RETIREMENT
Starting a pension
Although life after your career may seem far away, it's never too early to start saving for your retirement. Secure your financial future with our guidance on building your pension pot. 
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Our heritage

Since 1841, we’ve been helping people reach their financial goals

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In safe hands

Over 250 Specialist Financial Advisers supporting the nation’s most trusted professions

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Excellent service

94% of our customers rated their Specialist Financial Adviser as very good or excellent in 2021

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Award-winning

Winners of Responsible Investor of the Year at the Insurance Asset Risk Awards 2022