At Wesleyan Financial Services, our network of Specialist Financial Advisers can help you plan for your financial future. Whether you’re in the heart of Cardiff or beyond, you can get one-off or ongoing advice tailored to you.
From buying your first home to preparing for retirement, we can advise you every step of the way. When you’ve been matched with your local Specialist Financial Adviser, you can meet them via video call or face-to-face.
We can help you:
It’s never too early to start retirement planning. See how you can prepare for your later years with advice on your pension and retirement income.
Whatever stage you’re at in life, we can help you:
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
There aren’t many things in life more important than a home. That’s why we’re here to take the stress out of every mortgage. We can find you a new mortgage deal while handling 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).
See how investing can make your savings work harder. Speak to your local Specialist Financial Adviser about Wesleyan Group’s range of ISAs and investment plans. We can find a route into investing that’s right for you.
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.
Whatever life throws your way, protection products can help you and your loved ones meet financial commitments without worry. From income protection to insurance for your home, if 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
Greg provides specialist financial advice to hospital doctors in Cardiff and South Wales. He's worked in financial planning since 1995. Greg can advise on all financial planning options and has an extensive knowledge of retirement planning for medical professionals and the NHS Pension Scheme.
Area of expertise: Dental
Seamus provides specialist financial advice for dentists across South Wales. He’s worked in financial planning since the early 1990s and joined Wesleyan in 2016. He has a wealth of experience dealing with both personal and commercial clients, helping dentists with everything from protecting their practice to planning for retirement.
Area of expertise: Education
William provides specialist financial advice for education professionals and their families in the South Wales region. He’s worked in financial planning since 2010 and has been with Wesleyan since 2020. William can advise on all your financial options, including the Teacher's 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 Bristol or South West England.
If you need financial advice in Birmingham or the West Midlands, there's a Specialist Financial Adviser near you and ready to help.
For tailored financial advice in Coventry or the surrounding area, speak to a Specialist Financial Adviser from Wesleyan Financial Services.
The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.