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Financial advice near you

Looking for help with your finances? Wesleyan Financial Services has a large network of Specialist Financial Advisers across West Yorkshire. Whether you’re right in the heart of Leeds or a neighbouring city, you can get support and guidance tailored to you.

How we can help

At Wesleyan Financial Services, we’re creating brighter financial futures for the people of Leeds and West Yorkshire. Whether you’re looking to do more with your money, buy your first home or prepare for retirement, our advisers can help you every step of the way.

We can help you:

  • Get a bespoke plan to help you reach your financial goals
  • Protect your income if you need to take unexpected leave
  • Start investing your cash or business earnings
  • Find the right mortgage for your new or current home
  • Build your pension pot and plan for your retirement
  • Insure your home, car, travel plans and more

Dreaming of the day you can retire? We can help you get ready for your later years with advice on pensions, retirement income and more.

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.


Choose from Wesleyan Group’s range of ISAs and investment plans designed to help you reach your financial goals. Whether you’re new to investing or consider yourself an experienced investor – our advisers can help you do more with 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.


Make your home move that little bit easier. We can find you the best deal for your home and handle your mortgage application on your behalf.

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).


Get added peace of mind with a range of insurance and protection products. Speak to one of our team to get the perfect policy for your home, car, office and more.

We offer:

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

Serving Leeds’s key professions

Are you a doctor, dentist or teacher? We have Specialist Financial Advisers that 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 financial advice

Discuss the things that matter most to you

Our financial advisers in Leeds

Get to know some of our Specialist Financial Advisers across Leeds and West Yorkshire.

Lee Dobson 

Area of expertise: Medical

Lee advises hospital doctors and other medical professionals in Leeds and the surrounding area. He has been with Wesleyan over ten years, having worked as a financial adviser since 1998. Lee covers a wide range of financial planning areas, including the NHS Pension Scheme.

Aaron Prested

Area of expertise: Dental

Aaron has been with Wesleyan since 2012 and a Specialist Financial Adviser since 2004. In that time, he's spent most of his career working with doctors and dentists specializing in the NHS pension scheme and retirement planning. Aaron works across the North East and North Yorkshire region.

Sam Jackson

Area of expertise: Education

Sam provides specialist financial advice to educational staff across York, Harrogate and surrounding areas. His clients include teachers, support staff, school business managers and headteachers. He's worked in financial services since 2007 and has been at Wesleyan since 2019.

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

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 meet 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 Sheffield

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

Financial advice in Manchester

Financial help near you. Speak to a Specialist Financial Adviser in Manchester or the North West.

Financial advice in Nottingham

For tailored financial advice in Nottingham or the East Midlands, 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.