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Investment advice

Saving for retirement? Seeking strategies for your pension lump sum? Whatever your financial aims, get expert investment advice from Wesleyan Financial Services.
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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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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
Tax treatment depends on your individual circumstances and may be subject to change in future.

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

Invest with confidence

Get on track to reaching your financial goals. Arrange your appointment with a Specialist Financial Adviser. Charges may apply.

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.

Learn more about our charges here.

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)

A range of investments from the Wesleyan Group, offering you different ways to invest your money, all within the tax-free wrapper of an ISA.

Unit trusts

Unit trust investments from Wesleyan Unit Trust Managers, offer a choice of fully managed unit trust funds. Whether for yourself or your child's future, take a look at the ways you can invest.
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With Profits Fund

Wesleyan’s With Profits Fund offers a smoothing mechanism that helps to reduce the effects of market volatility. Learn more about the society's flagship investment fund and how you can invest.
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Investment plans

Fully managed investment funds from Wesleyan help you to achieve specific financial goals, whether through a structured setup, or a more flexible approach.

To see all the investment products available from the Wesleyan Group, including commercial investing, please visit here.