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Financial advice near you

With our financial advice, we’re creating brighter financial futures for the people of Newcastle and Tyne and Wear. Wherever you are in the North East, Wesleyan Financial Services has a Specialist Financial Adviser local to you.

How we can help

Our Specialist Financial Advisers can help you with all aspects of your finances. Whether you’re looking to buy your first home, grow your money with investments or plan for your retirement, we can help you every step of the way.

  • Get a bespoke plan to help you reach your financial goals
  • Building your pension pot and planning for your retirement
  • Protecting your income if you need to take unexpected leave
  • Getting started with investments or investing your business earnings
  • Finding the right mortgage for your new or current home
  • Insuring your home, car, travel plans and more

Counting down the days until you 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.


Ready to do more with your money? Whether you’re investing for future plans, your children or your retirement, Wesleyan Group has a range of investment plans and ISAs to choose from.


  • 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.


Whether you’re looking to buy your first house or remortgage your current home, we can make the process smoother. Talk to us about finding a new deal or managing your mortgage application.

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).


When you’ve worked hard for the things that matter most in life, it makes sense to protect them. We can find you the perfect policy for your home, motor, 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 Newcastle’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 Newcastle

Get to know some of our Specialist Financial Advisers in Newcastle and the North East.

John Storey

Area of expertise: Medical

John gives specialist financial advice for hospital consultants and registrars in Newcastle and across the North East region. He can help you from Foundation Year 1 all the way into retirement. John has worked in financial planning since 1999 and has been with Wesleyan since March 2016.

Karen Watson-Brown

Area of expertise: Dental

Karen works exclusively with dental professionals and their families across the North East. She's been with Wesleyan since 2016 and in finance since 1985. Using her extensive knowledge of the dental profession, Karen can provide tailored advice to suit every client's individual needs.

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 rate their Specialist Financial Adviser as very good or excellent

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 speak to 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 Leeds

For tailored financial advice in Leeds or West Yorkshire, speak to a Specialist Financial Adviser from Wesleyan Financial Services.

Financial advice in Manchester

If you need financial advice in Manchester or the North West, there's a Specialist Financial Adviser near you and ready to help.

The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.