Get one step closer to reaching your financial goals by speaking to a Specialist Financial Adviser from Wesleyan Financial Services. We have advisers in the heart of Manchester and beyond, meaning there’s always a friendly face in the North West.
We help the people of Manchester create brighter financial futures through our personalised financial advice. Whether you’re looking for one-off advice or ongoing support, our advisers can help you throughout your career and beyond.
We can help you:
Get a head start on your retirement fund by exploring your pension options or get specialist advice to prepare you for your later years.
Our advice covers:
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
We believe everyone deserves financial security. And with Wesleyan Group’s range of ISAs and investment plans, you can find an option that suits your long-term financial goals.
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.
Wherever you are on the property ladder, we can help you find the best mortgage deal and handle the application on your behalf. We can also advise you on saving for a home, becoming a landlord and more.
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).
When you've worked so hard to create a life for you and your family, it makes sense to protect it as best you can. Find the perfect policy for your home, car, travels and more.
Explore:
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
David has worked in the financial services industry since 1994, with over 20 years at Wesleyan. He specialises in providing financial advice in all areas relevant to GPs and GP surgeries in the Greater Manchester area, including advice on the NHS Pension Scheme.
Area of expertise: Dental
Paul can advise dentists, practice managers and other practice staff in and around the Manchester region. He’s worked in financial planning since the mid-2000s and has been with Wesleyan since 2014.
Area of expertise: Education
Ryan provides specialist financial advice for the education sector including teachers, support staff and office staff. He also advises anyone in the Teachers' Pension Scheme across Manchester. He’s worked in financial planning for many years and has been with 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
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 Liverpool and Merseyside.
If you need financial advice in Sheffield or South Yorkshire, 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.
The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.