At Wesleyan Financial Services, we help you reach your financial goals with expert advice that’s all about you. Through our network of over 250 Specialist Financial Advisers, we’re creating brighter financial futures for the people of Coventry and beyond.
You can get one-off advice or ongoing support on all aspects of your finances. From buying your first home to preparing for retirement, we can advise you every step of the way.
Your local financial adviser can help you:
Get a head start on your retirement planning. Wherever you are in your career, we can help you prepare for your life after work. Get advice on:
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
We know just how hard you work for your savings, and we're here to make your savings work even harder for you. Do more with your money with Wesleyan Group’s range of ISAs and investment plans.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Finding a mortgage doesn’t have to be complicated. We can help you find the best deal for your home and handle the mortgage 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).
Protect the things you’ve worked hard for with an insurance policy tailored to your needs. If you’re in the market for insurance, 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
Lisa offers financial advice to GPs, practice managers and other practice staff in the Coventry and Warwickshire region. She’s worked in financial planning since the early 2000s and has been with Wesleyan since 2018. Lisa can advise on all your financial options, including the NHS Pension Scheme.
Area of expertise: Dental
Richard has worked in financial services for over thirty years. He’s been a Senior Specialist Financial Adviser at Wesleyan since 2016, providing holistic financial advice to individuals and firms in the dental and legal sectors. He prides himself on building a ‘lifetime’ plan with his clients to help them achieve their financial goals.
Area of expertise: Education
Karla provides specialist financial advice for teachers in the Coventry and Warwickshire area. She's worked in financial services for over twenty years. Karla can advise on all your financial planning needs and has extensive knowledge of retirement planning for teaching professionals.
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.
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 Nottingham or the East Midlands, speak to a Specialist Financial Adviser from Wesleyan Financial Services.
Financial help near you. Speak to a Specialist Financial Adviser in Sheffield or South Yorkshire.
The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.