Financial advice tailored to you
See how Wesleyan Financial Services can support you, with advice tailored to your profession...
Financial advice for doctors
Finances in need of a health check? Whether you need help to reach your personal financial goals, or you want to grow your business, we've got the support for you.
Financial advice for dentists
Brush up on your finances with our specialist advice for dentists. Get help with 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.
Advice for your business
Business advice for dentists
Get expert financial advice for your business through Wesleyan Financial Services, tailored to dental practice owners and shareholders. From buying a practice to planning your exit strategy, find out more.
Business advice for doctors
At Wesleyan Financial Services, we can offer expert advice tailored to the needs of your GP practice or medical business. Whether it's buying into a practice or understanding your partnership agreement, see how we can help.
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.
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.
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).
Get expert financial advice for your business through Wesleyan Financial Services, tailored to dental practice owners and shareholders. From buying a practice to planning your exit strategy, find out more.
At Wesleyan Financial Services, we can offer expert advice tailored to the needs of your GP practice or medical business. Whether it's buying into a practice or understanding your partnership agreement, see how we can help.
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.
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.
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).
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 we can advise you
Here are just some of the areas our Specialist Financial Advisers can support you with...
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.
Capital at risk.
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.
Make your plans for when you're no longer here, and ensure your estate is passed on efficiently and in line with your wishes.
Estate planning is not regulated by the FCA.
Protect yourself and your family from financial worries, with a range of cover tailored to meet life's uncertainties.
Looking for ways to help save, plan and budget?
Here's a range of tools and guides to help your financial planning...
Financial calculators
Discover our simple tools to help you with everything from the impact of inflation to how much you might be able to borrow for a home.
Financial planning guides
Our range guides offer a helpful starting point to learn more about taxes, investments and planning for retirement.
Webinars
We offer a range of webinars tailored to the needs of medics, dentists and teachers, to help to boost your financial wellbeing.