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Financial advice near you

At Wesleyan Financial Services, we believe everyone deserves financial security. That’s why we’re providing personal financial advice to the people of Belfast, Antrim and beyond. When you’re ready to get a helping hand with your finances, you can speak to your local Specialist Financial Adviser.

How our financial advice works

Find your local adviser

We’ll match you with your nearest Specialist Financial Adviser

Book an appointment

Arrange a no-obligation meeting at the best time for you

Get financial advice

Discuss the things that matter most to you


Wesleyan Group has a range of ISAs and investment plans designed the help your savings work harder. Whether you’re a new or experienced investor, we can help you find the right investment plan for your financial goals.


  • ISAs
  • Investment plans
  • Unit Trusts
  • Commercial investments

Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.


Get help at every step of the property ladder with mortgage advice tailored to you. Whether you’re buying your first home or planning to remortgage, we can find you a new mortgage deal and handle the application on your behalf.

We cover:

  • First-time buyers
  • Moving home
  • Remortgaging
  • Buy-to-let mortgages

Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments. Please note that most buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).


Whatever life throws your way, protection products offer peace of mind that you can make your financial commitments without worry. When you’re in the market for a new policy, we can find you cover for:

  • Income protection
  • Mortgage protection
  • Life assurance
  • Personal insurance (including home, car, travel)
  • Commercial insurance (including GP surgery, dental practice, office)
Advice tailored to Belfast's key professions

Are your finances in need of a health check? We're an Exclusive Financial Advice Provider of the RCGP (Royal College of General Practitioners) and also work with the Royal College of Obstetricians and Gynaecologists (RCOG). We can help you understand the NHS Pension Scheme, protect your income and more.

Find something to smile about with our financial advice for dentists. Whether you’re an NHS dentist or you own a private practice, we can help you clean up your finances. Get advice on everything from protecting your practice to planning for retirement.

When you need a lesson on finances, our advisers are here to help. We’re approved by NASUWT and other unions, providing teachers with a range of financial services. We can help you get to grips with the Teachers’ Pension Scheme, manage your money and more. We can also provide financial advice to your spouse or partner.

Meet one of your local financial advisers

We have a large network of Specialist Financial Advisers in Belfast and the Counties of Antrim and Down. Learn more about one of our local experts and see what they specialise in.

Daniel Cullen

Daniel is a Senior Financial Adviser who specialises in financial planning for dental professionals in and around Belfast. Looking at risks, opportunities and fine-tuning your financial plan, Daniel aims to help you future-proof your personal finances and, if you are a principal dentist, your practice’s finances too.

If you’re looking for clear-cut advice on a particular area of your plan, or would just like someone to give your finances a general health check, Daniel has a wealth of experience in the dental financial landscape.

Is the advice free?

The meeting itself is on a no‑obligation basis. If you do choose to take out a Wesleyan financial product as a result, there’ll be an initial advice fee and often ongoing management charges to pay. While our Specialist Financial Advisers will often make recommendations, there’s no obligation to take out any Wesleyan products or services.

Our charges and fees

We’re always transparent about the charges you might incur when you save or invest in our products. Information on our advice charges can be found below:

Initial advice and ongoing charges

The costs of financial advice

What our customers say...

94% of customers agree their Specialist Financial Adviser demonstrates knowledge of their profession

94% of customers rate their Specialist Financial Adviser as very good or excellent

94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer

Frequently asked questions

  • What can I expect from a meeting with a Specialist Financial Adviser?

    When you request a detailed conversation about your finances, a Specialist Financial Adviser from Wesleyan Financial Services will meet with you online via video call. Alternatively, they can meet you in person in the comfort of your own home.

    During the meeting, your Specialist Financial Adviser will look at your financial situation as a whole, and discuss your specific goals, priorities or concerns.

  • 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 (such as savings or investment 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. However, this does depend on the complexity of your circumstances.

  • How soon will I be able to get a meeting?

    You won’t have to wait long at all. Contact us today and we should be able to get you an appointment with a Specialist Financial Adviser within the next ten days.

Need financial advice elsewhere in the UK?

Financial advice in Glasgow

If you need financial advice in Glasgow, our Specialist Financial Advisers are always on hand to help.

Financial advice in Sheffield

For tailored financial advice in Sheffield and North Yorkshire, talk to one of our Specialist Financial Advisers.

The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.