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Build wealth with informed investment decisions
Whether you're an established investor or just starting out, how, when and where you invest your money deserves careful thought. Professional advice can go a long way in setting you on the right track to building wealth and achieving your financial goals.
Through personalised, one-to-one advice, our Specialist Financial Advisers can help you make informed choices and build an investment portfolio that’s right for you and your risk appetite.
It’s part of a holistic approach to financial planning, that looks at your financial protection and retirement plans too.
Please remember, the value of investments can go down as well as up and you may get back less than you invest.
Hear from our customers
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Confident our investments were secure
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An excellent adviser
Why Wesleyan Financial Services?
Whether you’re a doctor, dentist, or education professional, your financial future matters to us - and we’re here to help you transform it. By working exclusively with members of your profession, our Specialist Financial Advisers understand your financial challenges and needs. They’ll help you to:
- Make sense of your investment options, so your choices align with current and future goals
- Understand various investment strategies that could increase the potential for growth
- Build a balanced portfolio through investment in diversified funds
- Make tax-efficient investments, using wrappers such as the ISA
- Explore the potential of commercial investments, if you own a business
What our customers say about Wesleyan Financial Services*
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
94% of customers agree their Specialist Financial Adviser demonstrates knowledge of their profession
* Wesleyan Customer Index Survey 2024
Frequently asked questions about appointments
Your adviser will explain any charges as part of an initial conversation. This conversation is at no charge and allows you to agree the areas in which you would like our help and advice.
You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.
To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances. This can help to give your Specialist Financial Adviser an understanding of your assets and liabilities.
You may also be asked to complete a Financial Outline. This enables your Adviser to tailor your appointment to you, your circumstances and your future goals. If you don't complete it beforehand, you’ll need to do so as part of your appointment.
An initial meeting with a Specialist Financial Adviser will typically last around one hour, though it does depend on the complexity of your circumstances. Often the Specialist Financial Adviser may arrange a second meeting with you to present any recommendations.
Ways you can invest with Wesleyan
Wesleyan and Wesleyan Unit Trust Managers offer a choice of investment products, all managed by an in-house team of investment specialists.
ISAs (Individual Savings Accounts)
Unit trusts
With Profits Fund
Investment plans
To see all the investment products available from the Wesleyan Group, including commercial investing, please visit here.