95% of customers agree their Specialist Financial Adviser demonstrates knowledge of their profession
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 make the right financial moves to meet your life goals. Whether you want to invest your money, protect your income or plan your retirement, 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.
A partner of NASUWT, we provide members with a wide range of regulated financial services. This includes financial advice on investments, mortgages and protection, plus guidance on the Teachers’ Pension Scheme.
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.
What our customers say...
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:
- Work out how much income you’ll need at different stages of retirement
- Calculate the effect of a phased retirement, or working past your retirement date
- Understand the McCloud judgement and what it means for you
It's not nice to think about, but have you ever considered what would happen to your finances if you were unable to teach due to serious illness or injury? Or if you were to die unexpectedly - would your family be provided for?
From income protection to critical illness cover and life assurance, Wesleyan Financial Services can help you find the right protection plans for you and your family.
Ready to step on the property ladder, remortgage 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 of your options, and how you can make the most of applying for a mortgage as a teacher.
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.
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 talk 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've introduced video call appointments that can be arranged at a time that suits you. Or, if you prefer, you can meet with your Specialist Financial Adviser in person.
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 have your questions ready, as well as any information or documents relating to your finances. This could include any savings and investments, your current Teachers’ pension statement and any life insurance or income protection policy 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.
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 speak to a Specialist Financial Adviser?
The NASUWT is an introducer appointed representative of Wesleyan Financial Services Limited.