A range of investment plans and ISAs...
Finding the right investment can often prove difficult. At Wesleyan Group, we make things simpler, offering a select range of investment plans and ISAs, all invested in fully-managed funds by an award-winning team.
Bear in mind the value of investments can go down as well as up. You could get back less than you invest.
Compare our ISAs
Our stocks and shares ISAs allow you to invest up to £20,000 tax free in the 2025/26 tax year.
Wesleyan With Profits Stocks and Shares ISA
If market volatility concerns you, the With Profits Stocks and Shares ISA can help reduce its impact. This is through a process called ‘smoothing’, allowing you to worry less about sharp dips in the market.
- Invest in Wesleyan’s flagship With Profits Fund
- Potential for regular and final bonuses
- Open your account from £50 per month or lump sum of £1,000
- Transfer in from your existing ISA
Wesleyan Unit Trust Managers' Unit Trust ISA
If you prefer to choose the funds you invest in based on your risk appetite, there’s the WUTM Unit Trust ISA. Simple and transparent, this stocks and shares ISA lets you invest in up to six fully-managed funds.
- Switch funds at anytime
- Open your account from just £1,000, then set up ongoing monthly payments
- Transfer in from your existing ISA
Best ISA Provider of the Year 2025
Looking to invest more than your annual ISA allowance?
If you want to invest larger sums than the ISA allowance allows, one of Wesleyan Group’s investment plans might be right for you. Just note our investment plans are only available via a Specialist Financial Adviser from Wesleyan Financial Services.
Capital Investment Bond
- Invest a lump sum of £7,500+
- Invest in a choice of 14 funds including our With Profits Fund
- Switch funds up to 12 times a year
- Can be held in trust to help with Inheritance Tax planning
Please bear in mind that advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority.
Flexible Savings Plan
- Invest from just £100 per month
- Add lump sums of £500 or more at any time
- Invest in a choice of 14 funds including our With Profits Fund
- Plan can be held in trust to help with Inheritance Tax planning
WUTM Investment Account
- Invest from £1,000 or just £50 per month
- Invest in a choice of six risk-rated funds
- Set up auto-ISA subscriptions to maximise your ISA allowance first
- Can be used as a commercial investment to invest your business capital
Not sure what’s right for you? Get expert investment advice
Your adviser will review your financial position, consider your goals for the future and make a recommendation right for you. Please note that advice charges may apply.
You may also be interested in…
WUTM Unit Trust Junior ISA
The junior version of the WUTM ISA helps you get your children off to a strong financial start. Make tax-free savings of up to £9,000 in the 2025/26 tax year.
Personal Pension Plan
Boost your retirement pot by investing in a private pension. With Wesleyan’s Personal Pension Plan, you can access a range of funds from as little as £150 a month.