At Wesleyan Financial Services, we’re helping the people of Bristol create brighter financial futures. Through our network of Specialist Financial Advisers, you can get one-off or ongoing advice designed to help you reach your financial goals.
Our financial advisers across Bristol and South West England can offer advice on all aspects of your finances. From buying your first home to planning for retirement, you can get specialist support at every life stage.
Once you’ve found your local financial adviser, you can meet them via video call or face-to-face. Through a no-obligation meeting, they can help you:
If you’re dreaming of the day you retire, it pays to start planning early. See how you can prepare for your later years with advice on building your retirement income, managing your pensions and more.
We can help you:
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Are you looking to do more with your money? Wesleyan Group’s range of ISAs and investment plans can help your savings work harder. Speak to your local Specialist Financial Adviser to discover:
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Looking for a new mortgage deal? We’re here to help you through the process. Whether you’re moving house or remortgaging your current home, we can find you the right deal and handle the application on your behalf.
We cover:
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:
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
We’ll match you with your nearest Specialist Financial Adviser
Arrange a no-obligation meeting at the best time for you
Discuss the things that matter most to you
Area of expertise: Medical
Andrew provides tailored financial planning advice to his clients throughout their clinical careers and beyond. Starting his financial career in 2013, Andrew joined us in 2016 to work across South West England. He can help clients with all their financial planning needs, including the NHS Pension Scheme.
Area of expertise: Dental
Christina provides specialist financial advice to clients and companies in the dental sector in the South West. She's worked in financial planning for over thirty years and has been with Wesleyan since 2008. As well as providing advice on areas such as the NHS Pension, she can provide guidance at key points in a dentist's career.
Area of expertise: Education
Paul provides specialist financial advice for education professionals across Bristol, Stroud, Gloucester, Cheltenham and Hereford. He's worked in financial planning since the early 2000s and has been with Wesleyan since 2011. Paul can advise you on all aspects of your finances, including the Teachers' Pension Scheme.
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
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.
Financial help near you. Speak to a Specialist Financial Adviser in London or South-East England.
For tailored financial advice in Coventry or the surrounding area, speak to a Specialist Financial Adviser from Wesleyan Financial Services.
If you need financial advice in Birmingham or the West Midlands, 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.