Financial advice

Reach your financial goals, with expert advice that’s all about you

We all know there’s more to life than money, but making smart financial decisions gives you and your family the freedom to live life to the full.

That’s why at Wesleyan Financial Services, we’ve been providing financial advice to our customers for years - helping people save for rainy days, invest for the future and plan for a comfortable retirement.

Through a network of dedicated Financial Consultants, we provide tailored, specialist financial advice for 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.

For your profession

Financial advice for doctors

Are your finances in need of a health check? Get specialist advice to help you reach your long-term goals, with no-obligations advice on the NHS pension scheme, building your wealth and more. 

Financial advice for dentists

Clean up your finances with our specialist advice tailored to those in the dental profession. Get help with your financial planning throughout your career and beyond, with guidance on savings, investments, income protection and more.

Financial advice for teachers

Take a break from teaching your students to get educated on your financial options. Get specialist advice on everything from saving for a house and getting a mortgage to understanding the Teacher’s Pension Scheme.

Planning support and guidance

Estate planning

Getting your affairs in order for when you die can bring real peace of mind as you get older. Estate planning is key.

Guide to inheritance tax

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

More about our financial advice

Benefits of Wesleyan Financial Services advice 

See how you can benefit from getting financial advice tailored to your profession and lifestyle.

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.

Financial planning webinars

Free online sessions, covering the key financial issues you face in your profession.

Webinars for medics

Look after your own financial health with our financial planning webinars for medics - designed to address the financial challenges you face.

Webinars for dentists

Check out our schedule of live and on-demand webinars for dentists - each session full of handy insight and information.

Webinars for teachers

Discover a series of free webinars designed especially for teachers -  focused on the financial issues that really matter to you.