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Financial advice near you

From the city of Sheffield to the surrounding boroughs of South Yorkshire, we’re creating brighter financial futures through our specialist advice. Find a Specialist Financial Adviser from Wesleyan Financial Services and see how we can help you too.

How we can help

Our Specialist Financial Advisers offer one-off advice and ongoing support for the people of Sheffield and beyond. You can get advice at every life stage, from growing your wealth to preparing for retirement.

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
  • Build your pension pot and planning for your retirement
  • Start investing your cash or business earnings
  • Find the right mortgage for your new or current home
  • Insure your home, car, travel plans and more

At Wesleyan Financial Services, we can help you build a plan for your retirement and beyond. Looking at your whole financial picture, we’re here to guide you down the road to retirement.

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.


When you have long-term financial goals, investing can help you do more with your money. Wesleyan Group has a range of ISAs and investment plans to suit your appetite for risk.


  • 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.


There aren’t many things more important than a home. That’s why we can help take the stress out of finding a mortgage with advice at every step of the property ladder.

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).


Whatever life throws your way, protection products can give you and your loved ones peace of mind. We can help you find the perfect policy for your home, car, travels 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 Sheffield’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 Sheffield 

Get to know some of our Specialist Financial Advisers across Sheffield and South Yorkshire. 

Rachel Wright

Area of expertise: Medical

Rachel provides specialist financial advice for hospital doctors in the Yorkshire region. She has worked in financial services since the early 2000s and has been with Wesleyan since 2018. Rachel has an extensive knowledge of the NHS Pension Scheme.

Daniel Atkins 

Area of expertise: Dental

Daniel provides specialist financial advice to dentists, their families and their businesses in the Sheffield area. He has been working in financial services since 2016 and has been advising for the past 4 years. Daniel can advise on a range of financial areas, including the NHS pension scheme.

Jonathan Bagshaw

Area of expertise: Education

Jon is a Senior Specialist Financial Adviser who has been with Wesleyan since 1998. He's worked with education professionals since 2003, sharing his wealth of experience in holistic financial advice. Jonathan also specialises in the Teachers' Pension 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

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 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.

Need financial advice elsewhere in the UK?

Financial advice in Nottingham

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