Smiling female at home

For every step of your retirement journey

Get specialist financial advice throughout your career and beyond

Smiling female at home
Happy couple getting financial advice

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.

How financial advice works

Find your Specialist Financial Adviser

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

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.

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.

Promo block cut out - Man smiling

With Profits Stocks and Shares ISA

Fully managed by Wesleyan Assurance Society's award-winning investments team, the With Profits ISA Fund offers smoothed returns - to help you worry less about the ups and downs of investing. Capital at risk.
Promo block cut out - Man smiling

The professions we serve

Stethoscope icon

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.
Tooth icon

Dentists

Wesleyan Financial Services provides specialist advice for dentists on pension planning, investments and  protection. We can also help with buying a dental practice or starting life away from the NHS.
Book icon

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.

What we offer

Invest for your future

The Wesleyan Group offers a range of investments, along with specialist advice, that could help you take a step closer to reaching your financial goals. From tax-free ISAs to commercial investments, see if there's an option suited to your financial needs.

Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.

Find out more

Be retirement ready, whatever your age

It's never too early to start planning your retirement. The Wesleyan Group offers pension and retirement advice, as well as a personal pension plan that offers 14 risk-rated funds from which to build your pot.

If your profession is in healthcare or teaching, the advisers from Wesleyan Financial Services can also give you specialist guidance on the NHS and Teachers' Pension Schemes.

Learn more

A range of cover to suit your needs

When it comes to insurance, we've got you covered. From home and motor to business cover, Wesleyan Financial Services will put the hard work into finding the right policy for you.

If you're not yet ready to renew your policy, you can  register your renewal date with us and we'll be in touch to help you find your insurance, closer to the time.

Get insured

Find the right mortgage deal for you

No matter where you are on the property ladder, Wesleyan Financial Services can help you get a mortgage suited to your needs. Based on your circumstances, a Specialist Financial Adviser can offer expert and impartial advice, finding a deal that is right for you.

Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments.

Find a mortgage

Protect you and your family

Don't put your home, lifestyle or family at risk. Make sure you're insured if the worst happens, or you find yourself unable to work due to illness or injury. From critical illness to mortgage protection, we can help you find peace of mind in event of the unexpected.

Wesleyan Financial Services can also find specialist cover if you work in the healthcare or teaching professions, providing the protection you and your family need.

Find protection

The Wesleyan Group offers a range of investments, along with specialist advice, that could help you take a step closer to reaching your financial goals. From tax-free ISAs to commercial investments, see if there's an option suited to your financial needs.

Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.

Find out more

It's never too early to start planning your retirement. The Wesleyan Group offers pension and retirement advice, as well as a personal pension plan that offers 14 risk-rated funds from which to build your pot.

If your profession is in healthcare or teaching, the advisers from Wesleyan Financial Services can also give you specialist guidance on the NHS and Teachers' Pension Schemes.

Learn more

When it comes to insurance, we've got you covered. From home and motor to business cover, Wesleyan Financial Services will put the hard work into finding the right policy for you.

If you're not yet ready to renew your policy, you can  register your renewal date with us and we'll be in touch to help you find your insurance, closer to the time.

Get insured

No matter where you are on the property ladder, Wesleyan Financial Services can help you get a mortgage suited to your needs. Based on your circumstances, a Specialist Financial Adviser can offer expert and impartial advice, finding a deal that is right for you.

Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments.

Find a mortgage

Don't put your home, lifestyle or family at risk. Make sure you're insured if the worst happens, or you find yourself unable to work due to illness or injury. From critical illness to mortgage protection, we can help you find peace of mind in event of the unexpected.

Wesleyan Financial Services can also find specialist cover if you work in the healthcare or teaching professions, providing the protection you and your family need.

Find protection

You may be interested in...

Female in car

High-value car insurance

Ensure your luxury ride has the right level of cover with high-value car insurance. Get cover for sports, vintage, and other special cars worth £75,000 or more.
Male medic at hospital

NHS pensions and the annual allowance

With the annual allowance recently increased to £60,000, learn more about the annual allowance and how it impacts your NHS pension.
Male business sitting at office

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.

Our heritage

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

In safe hands

Over 250 Specialist Financial Advisers from Wesleyan Financial Services are supporting the nation’s most trusted professions

Excellent service

94% of Wesleyan Financial Services' customers rated their Specialist Financial Adviser as very good or excellent in 2023

Award-winning

Wesleyan Assurance Society won Investment Team of the Year (Re/insurer) at the Insurance Asset Risk Awards 2023