Financial adviceSavings & investmentsMortgagesInsurance

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.

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

Invest with us today and get an Amazon.co.uk Gift Card worth up to £150

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A rewarding investment
If you open a Wesleyan With Profits Stocks and Shares ISA online by 1st December 2023, you'll get an Amazon.co.uk Gift Card worth either £50, £100 or £150. The amount you receive will depend on how much you pay in - but even investing the minimum will get you a £50 Gift Card. Terms apply. Capital at risk.
The professions we serve
Doctors
Whether you’re a hospital doctor or a GP, Wesleyan Financial Services can help you take care of your financial health.  We can support your surgery too.
Dentists
We provide specialist advice for dentists on pension planning, investments and  protection – plus help with buying a dental practice or starting life away from the NHS. 
Teachers
Experts in education, Wesleyan Financial Services provides guidance to teachers throughout your career. From exclusive teacher mortgages, to Teachers' Pension Scheme support and more.
You might be interested in…
YOUR MORTGAGE MATTERS
Worried about your mortgage?
With interest rates and living costs in the spotlight, it’s normal to feel concerned about your mortgage. Get answers to all your burning questions in this article.
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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.
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INVESTMENTS
Why invest with Wesleyan?
When you invest with Wesleyan Group, you’re investing in funds run by experienced and award-winning fund managers. 
Learn more
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NHS PENSIONS
NHS pensions and the annual allowance
From the 2023/24 tax year, the annual allowance has been increased to £60,000. Learn more about the annual allowance and how it impacts your NHS pension.
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BUSINESS INVESTMENTS
Commercial investments
Investing in the Unit Trust Investment Account from Wesleyan Unit Trust Managers could give you the chance to grow your money in up to six risk-rated funds. Capital at risk.
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INSIGHTS
How do interest rates affect inflation?
In this article, we discuss the relationship between inflation and interest rates – and how they affect the prices you pay for goods and services. Read more.
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INSIGHTS
Why it's important to stay invested
Investors often talk about 'time in the market', but why is it important to stay invested for the long haul? Learn more in our latest update.
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Our heritage

Since 1841, Wesleyan has 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

97% of our customers rated their Specialist Financial Adviser as very good or excellent in 2022

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Award-winning

Winners of Investment Team of the Year (Re/insurer) at the Insurance Asset Risk Awards 2023