A range of investment options
We know just how hard you work for your savings, which is why we’re here to help make your money work harder for you.
When you invest with Wesleyan Group, you’ll have the benefit of access to a range of different services, including investment products, platform and investment management expertise. With Specialist Financial Advice from Wesleyan Financial Services, we can tailor our recommendations to help you reach your financial goals.
Our investment platform
Our investment platform, WesInvest from Wesleyan Financial Investments Limited, offers a curated range of funds and products to meet your investment needs.
With Profits funds
Explore the benefits of smoothing through our range of With Profits funds from Wesleyan Assurance Society, to help deliver consistent returns over the medium to long-term.
Unit Trust funds
Grow your wealth with a range of Unit Trust investment options from Wesleyan Unit Trust Managers.
Investment bonds
Wesleyan Assurance Society funds are available through our Capital Investment Bond and Flexible Savings Plans.
Invest online
Prefer to make your own investment decisions? Wesleyan's online investment options give you a straightforward way to invest and manage your money, with the flexibility to choose products that suit your goals and circumstances.
ISAs
Unit Trusts
How we work with you
Wesleyan Financial Services' advice is designed to help you invest with confidence. From understanding your goals to providing ongoing support, we're here to help you make informed decisions at every stage of your investment journey.
Tailored advice
Your Specialist Financial Adviser will take the time to understand your circumstances, goals and attitude to risk, and provide personalised recommendations built around your needs, not a one-size-fits-all approach.
Investment strategy
Your adviser will build a clear investment strategy aligned to your long-term financial goals. Whether you’re looking to grow your wealth, generate income or plan for retirement, they'll help map out the right path.
Ongoing advice service
The relationship doesn’t end once your investments are in place. We offer a continuous advice service, reviewing your portfolio regularly and keeping you on track as your life and the markets change.