Helping you to realise your dreams
A secure financial future can bring freedom, choice and peace of mind. To achieve this, it’s important to have a financial plan for life.
The OAS service can help you achieve your aspirations, by providing expert, ongoing advice to help keep you on track to wealth.
It's available to customers holding more than £50k in investments with us. That could be combined holdings with a partner.
*Qualifying funds means the value of funds invested with Wesleyan since 31 December 2012
Our Ongoing Advice Service at a glance
- Annual financial review to keep your financial goals on track
- Regular insights, advice updates and webinar invites
- Open to customers with £50k in investments with us
- Extra benefits as part of OAS+, for customers investing more than £100K
Stay on track with your annual review
As an OAS or OAS+ member, you'll receive an annual review to help keep your financial goals on track.
Your review will be delivered either by an Advice Service Consultant (ASC) or a Specialist Financial Adviser.
As an OAS+ member, you'll also have access to a dedicated adviser - meaning you can get financial advice outside of your regular review, whenever you need it.
Simple, transparent pricing.
Our OAS pricing structure is simple and transparent. The Ongoing Advice Service is paid for via a 0.5% charge of your investments.
There's no separate bill to pay, we just collect the charge from your investment plan.
Potential for growth
OAS+ brings a range of further benefits, including a dedicated adviser for life, access to enhanced cashflow modelling tools and an annual review that extends beyond your Wesleyan plans.
Managing your OAS membership
Membership is for a minimum period of twelve months from inception, after which you may opt out at any time. You may terminate the agreement immediately should you become ineligible to participate in the service due to becoming non-UK resident.
If you wish to opt out of the OAS, you can do so by calling us on 0800 980 9341. Alternatively you can write to us (Wesleyan Financial Services Ltd, Colmore Circus, Birmingham B4 6AR), contact us via My Wesleyan or speak to your Specialist Financial Adviser.
Please note this may take up to 30 days to process.