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Financial advice near you

Wesleyan Assurance Society first opened its doors to the people of Birmingham, with a mission to serve the financial needs of its members. Though we've grown over the years, our commitment has remained the same.

Today, Wesleyan Financial Services, which is part of the Wesleyan Group, has over 250 Specialist Financial Advisers serving Birmingham, the West Midlands and the rest of the UK.

How we can help

We have a network of Specialist Financial Advisers ready to help you with all aspects of your finances. You can get one-off advice or ongoing support throughout your career and beyond. With our advice, you can:

  • Get a bespoke plan to help you reach your financial goals
  • Manage your pension pot and plan for your retirement
  • Get started with investments or invest your business earnings
  • Protect your income if you need to take unexpected leave
  • Find the right mortgage for you
  • Insure your home, car, travel plans and more

It’s never too early to start planning your retirement. We can help you build your pension pot, plan your retirement income and leave more to those you love. Our advice covers:

  • 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.


See how you could grow your money with Wesleyan Group’s range of investment plans and ISAs. Designed to help you reach your long-term financial goals, our advisers can create a personalised investment plan for your money.


  • 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.


Ready to plan your next move? Whether you’re looking to get onto the property ladder or remortgage your home, we can provide advice every step of the way. We can help you throughout the mortgage process, from finding you the best deal to handling your mortgage application.

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).


Protect the things that matter most. From Wesleyan Assurance Society's income protection plan to insurance for your home, we can find the right cover for you.

Talk to us about:

  • Income protection
  • Mortgage protection
  • Life assurance
  • Personal insurance (including home, car, travel)
  • Commercial insurance (including GP surgery, dental practice, office)

Serving Birmingham’s key professions

Are you a doctor, dentist or teacher? Our dedicated Specialist Financial Advisers exclusively advise your sector. 


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.

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 tailored financial guidance

Discuss the things that matter most to you or get advice tailored to your goals

Our financial advisers in Birmingham

We have a large network of Specialist Financial Advisers in Birmingham and the West Midlands. Learn more about a few of the advisers local to you and see what they specialise in.

Jonathan Halberda

Area of expertise: Medical

Jonathan provides specialist financial advice for hospital doctors, their families and private businesses in the Birmingham region. He’s worked in financial services since 2004 and can advise you on a range of financial topics, including the NHS Pension Scheme.

Nicholas Etheridge

Area of expertise: Dental

Nick provides specialist financial advice for dentists, hygienists, therapists and practice managers in the West Midlands region. Since the early 2000s, Nick has helped dental professionals with all aspects of their financial planning.

Mark Moroney

Area of expertise: Education

Mark provides specialist financial advice for teachers and education professionals in the Midlands region. He’s worked at Wesleyan since 2008 and has extensive knowledge of the Teachers' Pension Scheme and Local Government Pension Scheme.

What our customers say...

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

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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 usually meet you via video call. Alternatively, they can speak with 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.

  • 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 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 Coventry

Financial help near you. Speak to a Specialist Financial Adviser in Coventry or the surrounding area.

Financial advice in Nottingham

For tailored financial advice in Nottingham or the East Midlands, speak to a Specialist Financial Adviser from Wesleyan Financial Services.

Financial advice in Sheffield

If you need financial advice in Sheffield or South Yorkshire, there's a Specialist Financial Adviser near you and ready to help.

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