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
Book an appointment
Get financial advice
We can help with...
Counting down the days until you retire? Get a head start on your retirement planning with advice on building your retirement income, managing your pensions and more.
We can help you:
- Starting a pension and building your pot
- Ways to take your pension (including annuities and flexi-access drawdown)
- Retirement planning
- Inheritance tax & estate planning
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
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.
- 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.
- First-time buyers
- Moving home
- 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)
Meet one of your local financial advisers
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.
What our customers say...
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
Financial advice in Sheffield
The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.