Benefits of Wesleyan Financial Services' advice

Tailored advice for the nation’s most trusted professions


How we help

Through our hundreds of Specialist Financial Advisers from Wesleyan Financial Services, we have the insight and expertise to help you plan for your financial future.

Whether you’re looking for help with savings and investments, mortgages, income protection plans or pensions, we can provide you with one-off or ongoing support and guidance to help you make the most of your money.

We provide tailored financial advice for specific professions, as well as advice on commercial financial products for the organisations in which they're employed.

If you’re in the medical, dental or teaching professions, we have dedicated Specialist Financial Advisers who work only within that sector - using their knowledge to provide advice and guidance tailored for your career and lifestyle.

Financial advice for doctors

We have a long-standing heritage of providing financial products and services suited for medical professionals. As an exclusive Financial Advice Partner of the RCGP (Royal College of General Practitioners), we’re a trusted adviser for the medical profession.

We can offer tailored financial advice for every stage of your career, on savings and investments, income protection, understanding the NHS Pension Scheme and more.

To see how our Specialist Financial Advisers can help you with your financial planning, take a look at our financial advice for doctors.

Financial advice for dentists

We understand the nuances of financial planning for those in the dental profession. We can help you reach your life goals, whether you’re looking to build your wealth to open a private practice, find an income protection plan to protect your money for unexpected time off due to ill-health, or make the most of the NHS Pension Scheme.

Our Specialist Financial Advisers work exclusively with dentists, meaning they truly understand your profession and lifestyle. From graduating dental school to preparing for your retirement, we can guide you every step of the way.

To learn more about our services, visit financial advice for dentists.

Financial advice for teachers

When you’re busy preparing your students for their future, your own future can often take a backseat. But when it comes to financial planning, the sooner you start, the sooner you’ll be on track to reach your long-term goals.

At Wesleyan, we work in collaboration with NASUWT and other unions, providing educators with a wide range of regulated financial services. This includes face-to-face financial advice on areas such as investments, mortgages, pensions, protection products and savings.

We can advise you on the right financial products and services tailored to your career and lifestyle. Learn more by reading financial advice for teachers.

You might be interested in...

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. 

Get financial advice

See how you can reach your financial goals by meeting with a Specialist Financial Adviser from Wesleyan Financial Services.