Want to book an appointment?
Want to discuss your investments with a Specialist Financial Adviser from Wesleyan Financial Services? Book your appointment online now.
Managing your investment plan
All the help, support and contact details you need to manage your Wesleyan investments
What would you like help with?
- Checking the value of your plan
- Changing address details
- Changing the name on your plan
- Making a withdrawal
- Changing your bank details
- Changing your Direct Debit
- Switching funds
- Topping up a With Profits Stocks and Shares ISA
- Topping up a WUTM ISA
- Cancelling a plan
- Information about advice charges/fees
- Transferring in to a With Profits ISA
Further support
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.
- Request a call back
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.
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.