Financial advice from Wesleyan

Through our network of dedicated Specialist Financial Advisers, Wesleyan Financial Services serves a range of key professions. Whether you’re a doctor, dentist or teacher, we know the challenges you face at every stage of your career - and we’ll be here to support you every step of the way.

Financial advice for doctors

Are your finances in need of a health check? Get specialist support to help you reach your long-term goals, with guidance on the NHS pension scheme, building your wealth and more.

Financial advice for dentists

Clean up your finances with our specialist advice for dentists. Get help with your financial planning throughout your career and beyond, with guidance on savings, investments, income protection and more.

Financial advice for teachers

Get educated on your financial options, with specialist guidance on everything from saving for a house and getting a mortgage to understanding the Teachers' Pension Scheme.

How much does financial advice cost?

The cost of financial advice can be confusing, which is why we’re clear and upfront about all our charges. Find out about fees and charges here.

How much does financial advice cost?

Savings and investments

With a range of investment products provided by Wesleyan and Wesleyan Unit Trust Managers - from ISAs to investment plans - Wesleyan Financial Services can help you to reach your financial goals.

Pensions and retirement

Looking to make your dream retirement a reality? We can help you plan for your life after work, with advice tailored to your career and financial needs.

Estate planning advice

Make your plans for when you're no longer here, and ensure your estate is passed on efficiently and in line with your wishes.

Protection

Protect yourself and your family from financial worries, with a range of cover tailored to meet life's uncertainties.

Guide to inheritance tax

Keen to protect your assets against inheritance tax? Here’s how you might be able to reduce your liability.

A guide to trusts

If you're looking to manage your wealth, you might be considering a trust. See what their benefits are and how you can set one up.

Tax rates 2023/24

See the main tax thresholds and allowances for 2023/24 tax year. Get informed about your personal allowance, income tax band, inheritance tax rates and more.

How to plan your estate

Find out what estate planning is, how to go about it, the benefits for your loved ones, and why everybody needs an estate plan.

Business funding

Find out about the funding options available for your practice. From funding partners and loans to commercial investments, we can help you find a solution that suits your needs.

Business protection

With our access to a panel of insurance providers, we can find bespoke cover that meets the requirements of your GP practice, dental surgery or law firm.

Commercial investments

Make the surplus cash in your business account work for you. Find out about commercial investments and the Unit Trust Investment Account from Wesleyan Unit Trust Managers (WUTM).