At Wesleyan Financial Services, our mission is to create brighter financial futures for the people of Nottingham and its surrounding areas. Whether you’re in the heart of the city or on the border, we have a national network of over 250 Specialist Financial Advisers ready to help.
Our Specialist Financial Advisers can help you with all aspects of your finances. You can get one-off advice or ongoing support throughout your career and beyond. With our advice you can:
It’s never too early to start planning your retirement. We can help you get ready for your later years with advice on pensions, retirement income and more.
Our advice covers:
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? Explore Wesleyan Group’s range of investment plans and ISAs or speak to your adviser to get a personalised investment plan.
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.
Thinking about moving home? Whether you’re looking to step on the property ladder or remortgage your home, we can help make the process smoother. Talk to us about finding a new deal or let us handle your mortgage application.
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 income to your home, it pays to protect the things that matter most. We can find you the perfect policy from a wide range of protection and insurance products.
Find out more about:
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
Mark is a Chartered Financial Planner providing specialist financial advice to hospital doctors in the Derby and Nottingham regions. He’s worked in financial planning since 1995 and has been with Wesleyan since 2007. He can advise on all your financial options, including the NHS Pension Scheme.
Area of expertise: Dental
Param offers specialist financial advice to dentists across the Midlands. He's worked for Wesleyan since 2016, using his experience to help his clients through their personal and professional financial challenges. He tailors all his advice to his clients’ needs and individual financial circumstances.
Area of expertise: Education
Riccardo advises teachers and their families in the East Midlands and Derbyshire. He's worked in financial services since 2012 and been with Wesleyan since 2019. Riccardo specialises in the Teachers' Pension Scheme for those who work in education.
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.
For tailored financial advice in Sheffield or South Yorkshire, speak to a Specialist Financial Adviser from Wesleyan Financial Services
Financial help near you. Speak to a Specialist Financial Adviser in Coventry or the surrounding area.
If you need financial advice in or around Birmingham or the West Midlands, 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.