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

Icon of a person inside a message bubble

Find your Specialist Financial Adviser

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

Icon of a hand holding a stack of coins

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.

Icon of a person with a speech bubble and a pound sign inside

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

Discover a smoother way to invest...

With Profits Stocks and Shares ISA
Fully managed by our award-winning investments team, Wesleyan's With Profits ISA Fund offers smoothed returns - to help you worry less about the ups and downs of investing. 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.
Read the article
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
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
Female medical professional wearing scrubs with serious expression
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.
Father and daughter looking at phone
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.
Young woman sat on sofa holding a laptop staring out the window
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.
Woman staring into distance
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.
33104A6B-30A3-4E60-A42A-F75CAB8160C1
Our heritage

Since 1841, Wesleyan has been helping people reach their financial goals

ABC4DB94-A62E-4C62-A75C-4FA48676A8B2
In safe hands

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

92226B21-EBC7-4482-878A-D0576E761AB3
Excellent service

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

77786FB2-51F2-4097-B16F-3B80574BFBA3
Award-winning

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