Giving lessons on finance
Working in education, we know you’re busy preparing the next generation for life beyond the classroom. But are you prepared for your financial future?
At Wesleyan Financial Services, we can help you choose the right financial products for your life goals. Whether you want to invest your money, protect your income or learn more about the Teachers’ Pension Scheme, we’re here to help.
Top of the class for financial advice
We have a team of dedicated Specialist Financial Advisers, ready to offer one-off or ongoing advice. We’re here for you every step of the way, from starting your teacher training through to planning your retirement.
As we’re approved by NASUWT and other unions, we provide members with a wide range of regulated financial services. This includes face-to-face financial advice on investments, mortgages, the Teachers’ Pension Scheme and more.
Webinars for teachers
As well as getting personalised one-to-one advice, you can also watch our free webinars for teachers - specifically designed to cover the key financial issues for those working in education.
When the end of your career is approaching, you’ll want to make sure your retirement is taken care of. Get specialist advice on retirement planning and guidance on the Teachers’ Pension Scheme.
We can help you:
- Understand how much income you’ll need at different stages of retirement
- Calculate the effect of a phased retirement, or working past your retirement date
- Make sure your lifetime allowance is protected.
If the worst happens and you’re unable to teach, you’ll want to protect your income and still afford your monthly outgoings.
We can help you find the right income protection plan for you and your family. You’ll be covered when sick pay stops, all the way up to retirement if needed. Just book an appointment with a Specialist Financial Adviser to learn more.
Ready to step on the property ladder, re-mortgage as you approach the end of your current deal or looking to buy-to-let? We can offer impartial mortgage advice to find a rate suited to you. Get guidance on all your mortgage options, including those exclusive to teaching professionals.
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
An appointment with a Specialist Financial Adviser from Wesleyan Financial Services is more than just a look at your investment options.
We take the time to understand your long-term goals and how we can get you there financially. There’s no obligation to invest in Wesleyan products. However, if you do decide that investing is right for you, we'll create an investment plan for your financial future.
Please remember the value of investments and any income can go down as well as up and you may get back less than you invest.
What you can expect
Ready to meet with a Specialist Financial Adviser from Wesleyan Financial Services? We’ll pair you with a dedicated adviser who truly understands the teaching profession.
Though there’s no one-size-fits-all approach to financial planning. Your Specialist Financial Adviser will:
- Take the time to understand your current situation, financial goals, and attitude to risk
- Analyse your financial situation. They’ll appraise your income and outgoings and your current and future needs
- Help you understand your financial options, selected to suit your needs and goals
- Do the research, paperwork and behind-the-scenes workings
- Create a unique and detailed financial plan to help you prioritise and develop for the future.
We understand how busy you are, with long working hours shaping minds and marking papers. That's why we’ll meet you at your place of work or online via video call, at a date and time that suits you best.
Frequently asked questions
Is the advice free?Meetings with our Specialist Financial Advisers are on a no obligation basis. If you do choose to take out one of our financial products as a result, there will be an initial advice charge and often some ongoing management charges to pay. While we may make recommendations for you, there’s no obligation to take out any Wesleyan products or services.
What should I prepare ahead of the meeting?To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances (such as savings or investment details).
How long does the meeting last?An initial meeting with a Specialist Financial Adviser will typically last around one hour, though it does depend on the complexity of your circumstances.
How soon will I be able to get a meeting?