Managing your investment plan 

All the help, support and contact details you need to manage your Wesleyan investments

Further support

Want to book an appointment?

Want to discuss your investments with a Specialist Financial Adviser from Wesleyan Financial Services? Book your appointment online now.

Need to notify us of a bereavement?

If a Wesleyan policyholder has passed away, we're here to support you. Here you'll find the help and contact details you need.

Managing a plan on behalf of someone else

Find out how to register a power of attorney with Wesleyan, to manage and make decisions about somebody else's finances.

Talk to us about investments

Can't find the support you need above? Get in touch using the details below. and we'll be more than happy to help.

The right contact details for you will depend on the type of investment you hold or want to discuss: 

Wesleyan investments

To talk about the With Profits Stocks and Shares ISA, Flexible Savings Plan or Capital Investment Bond, please use these details:

  • Call us on 0800 058 2965. Lines are open Monday to Friday, 9am - 5pm.
  • Please note, due to high work volumes, it’s currently taking us longer than usual to respond to queries. If you are waiting for a response from us, thank you for your patience - our teams are working hard to get back to you as soon as possible.

  • Request a call back

Wesleyan Unit Trust Managers investments

If you’d like to talk about the WUTM Unit Trust ISA, Junior ISA, WUTM investment account or a commercial investment:

  • Call us on 0330 123 3813. Lines are open Monday to Friday, 9am - 5pm.