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Financial Advice

At Wesleyan, our core business centres on the tailored financial advice we provide to our clients.

This is delivered through Financial Consultants who are trained to understand the unique career paths of the medical, dental, legal and teaching professions.

The advice will focus on the specific financial needs arising from this – both personal and professional.

We can advise on a wide range of products to suit your personal circumstances, providing choice and expertise.

This advice is also no-obligation and will only be given once your complete needs have been assessed. 

Whatever your requirements, we have the know-how to guide you through the financial decisions ahead.

Many clients come back to us for advice time and time again.

To benefit from our no obligation financial advice, contact your local Wesleyan Financial Consultant. Alternatively, call us on 0800 975 0776 today.

Important information

Before you book a no obligation appointment with one of our Financial Consultants, we recommend you read the following documents:

Find Your Financial Consultant

Financial Consultant Form

More information about FCs

'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

Click for more information about the Wesleyan group of companies.

© 2020 Wesleyan Assurance Society