Looking towards retirement in 2022?

If you've made a resolution to retire, we'll help you make it happen.

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

Wesleyan member? Explore your benefits…

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Members get more with Wesleyan
Don’t forget, your mutual membership opens doors to many benefits - including 20% off home and motor insurance.
How can we help you today?
Existing customers
New customers
Tools and guides
You might be interested in…
SUSTAINABILITY
Driving positive change, together
From how we invest, to the way we serve our communities, we aim to be a force for change when it comes to sustainability.
Sustainability
tools
Investment calculator
How much could you make by investing? Our simple calculator can show you your potential returns over time.
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
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MUTUALITY
What mutuality means for you
For 180 years, we’ve had our customers and members at the heart of all we do. See how we invest in our business, and in turn let you reap the benefits.
male dentist smiling
INSIGHTS
Key considerations for remortgaging
Bal Thandi, a Specialist Financial Adviser from Wesleyan Financial Services, shares her thoughts on getting the best remortgaging deal.
Wesleyan staff celebrating 180th anniversary
TEACHERS
The gender pension gap in teaching
The average pension paid to female teachers through the Teachers’ Pension Scheme (TPS) in 2020 was less than that paid to male teachers. Find out more.
Smiling female dentist sharing the screen of a tablet with a smiling female patient
RETIREMENT
Time to consider flexi-retirement?
If you want to continue working after accessing pension savings, having a plan is crucial. Find out why in this article, featured in The Sunday Times
Our heritage

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

In safe hands

Over 300 Specialist Financial Advisers supporting the nation’s most trusted professions

Excellent service

96% of our customers rated their Specialist Financial Adviser as very good or excellent in 2020

Award-winning

Winners of Investment Team of the Year at the Insurance Asset Risk Awards 2020