Investment calculator

CALCULATE Your potential investment returns
Whether you have a one-off lump sum payment or will be investing on a monthly basis, use this calculator to show your potential return over time. You can select different rates of return to see the difference this might make to your investment.

Remember the value of investments and any income can fall as well as rise so you could get back less than you invest. Tax rules can change and the value of any benefits depend on your circumstances.

Your investment

A single payment of

▲▼

A monthly amount of

▲▼

How long until you need it?

Rate of return

▲▼

Rate of return This is the annual growth rate you anticipate on your investment. Typically investing over the longer term (more than 5 years) mid rate of 5% growth is considered average with more risk required to gain higher returns and more conservative risk for lower returns.

Total contribution

Potential return

Please note that this calculator is an illustration and not a projection of what your investments will be worth. The annual growth rate achieved will depend on the performance of the investments and fund chosen. This does not include any product charges so any personal illustrations from a Wesleyan Financial Consultant will differ from those shown above.

Remember the value of investments can fall as well as rise so you could get back less than you invest. Tax rules can change and the value of any benefits depend on your circumstances.

Have you thought about...

the future costs of things you are investing towards (such as house prices or university fees), not just what they cost today?

Book Now

Request your no-obligation financial review with a Wesleyan Financial Services Consultant. We will call you back to arrange a time that is convenient to you.

Name *

Surname *

Profession *

House no. / name *

Postcode *

Telephone *

Email address *

We would like to stay in touch with you. Wesleyan Assurance Society and the Wesleyan Group of companies, would like to keep you up to date with relevant news, products and related services we provide. We may occasionally ask you to share your experiences with us for market research purposes. We can stay in touch with you using the following channels. Please indicate which method/s you prefer. by email
by phone
by post

If you want to opt-out of receiving information from us, you can do this at: www.wesleyan.co.uk/customer-services or by calling our Customer Relationship Centre on 0800 058 2965. Our opening hours are Monday to Friday 9.00am to 5.00pm. Saturdays - closed

Storing and using your information
The security of your personal data is very important to us and we will never sell your data to other companies. You can read more about how we protect your information and your rights by reading our privacy statement which is available upon request or via our website www.wesleyan.co.uk/privacy.

'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority. Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

Click for more information about the Wesleyan group of companies.