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Investing with Wesleyan

When you invest with Wesleyan Group, you’re investing in funds expertly run by experienced and award-winning fund managers. Find out more about our approach.
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Did you know Wesleyan Financial Services can help you find insurance for your home, travels or business? Let our brokers find the right policy for your needs.
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Wesleyan Foundation

At Wesleyan, we’re committed to creating brighter financial futures. See how we’re giving back, including awarding over £5.9 million to deserving causes across the UK.
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Frequently asked questions

When you request a detailed conversation about your finances, a Specialist Financial Adviser from Wesleyan Financial Services will usually meet you via video call. In some circumstances, they may be able to meet you in person in the comfort of your own home.

During the meeting, your Specialist Financial Adviser will look at your financial situation as a whole, and discuss your specific goals, priorities or concerns.

Your adviser will explain any charges as part of an initial conversation. This conversation is at no charge, and allows you to agree the areas in which you would like our help and advice.

You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.

Learn more about our charges here.

To make the most of your time with your Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances (such as savings or investment details).

You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.

If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment.

The time you spend with a Specialist Financial Adviser will depend on the type and complexity of the advice you need.

Typically, you’ll have an initial meeting of around 30 minutes to chat through your needs and see how we can help you. Then, you’ll usually have at least one longer follow-up meeting (1-1.5 hours) to fully review your circumstances and goals - before a final session where we present our recommendations.

Frequently asked questions

Our Specialist Financial Advisers can provide a full review of your financial situation and help you to build your future plans.

If a full review isn’t necessary, you may be referred to our Education Support Specialists instead, who can help you with a range of general queries and support.

When you book your appointment, our team will ensure that you get the support that’s right for your needs.

Your adviser will explain any changes as part of an initial conversation. This conversation is at no charge, and allows you to agree the areas in which you would like our help and advice.

You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.

Learn more about our charges here.

If your meeting is with a Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances (such as savings or investment details).

You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.

If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment.

The time you spend with a Specialist Financial Adviser will depend on the type and complexity of the advice you need.

Typically, you’ll have an initial meeting of around 30 minutes to chat through your needs and see how we can help you. Then, you’ll usually have at least one longer follow-up meeting (1-1.5 hours) to fully review your circumstances and goals - before a final session where we present our recommendations.

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    'WESLEYAN' is a trading name of the Wesleyan Group of companies. Financial advice is provided by Wesleyan Financial Services Ltd.

    Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd and Wesleyan Unit Trust Managers Ltd are authorised and regulated by the Financial Conduct Authority. Read more information about the Wesleyan group of companies.

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