At Wesleyan Financial Services, our network of over 250 Specialist Financial Advisers work to create brighter financial futures for the people of Glasgow and beyond. For a helping hand with your financial planning, you can find a friendly face in your local area.
Through our personalised financial advice, we can support you as you navigate all of life’s challenges. Whether you’re looking to grow your wealth or protect the things you’ve worked hard for, we can advise you every step of the way.
To get started, you can book a no-obligation appointment with a Specialist Financial Adviser in your area. Through a video call or in person meeting, we can help you:
Are you counting down the days until you retire? Get on the road to retirement with advice on your pension, retirement income and more.
Talk to us about:
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.
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.
Planning your next move? We can help take the stress out of finding a mortgage. Through our advice-based service, we can search the market and handle your 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).
From your home to your income, there are plenty of things in life that benefit from protection. If you’re in the market for a new policy, we can find you cover that’s tailored to your needs.
We offer:
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
Alan provides specialist financial advice for GPs, their families and practices across Glasgow and South West Scotland. He’s worked in financial services since 1997 and can advise you on a range of financial topics, including the NHS Pension Scheme.
Area of expertise: Dental
Peter is based in Loch Lomond and covers the West of Scotland. He specialises in financial planning for dentists, their businesses, and their families. He has an extensive knowledge of retirement planning for medical professionals. Peter can also advise on the NHS Pension, portfolio investments, and commercial planning.
Area of expertise: Education
Greig specialises in advice for education professionals from Glasgow to Edinburgh, Falkirk, Clackmannanshire and Fife. He's worked in financial services since his master's graduation in 1999, joining in Wesleyan in 2012. Greig has extensive knowledge around the Scottish Teachers Superannuation 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.
If you need financial advice in Liverpool and Merseyside, there's a Specialist Financial Adviser near you and ready to help.
For tailored financial advice in Leeds or West Yorkshire, speak to a Specialist Financial Adviser from Wesleyan Financial Services.
Financial help near you. Speak to a Specialist Financial Adviser in Manchester or the North West.
The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.