Finding the right investment can sometimes seem hard. At Wesleyan Group, we make things simpler - with 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 Investment ISAs

Our stocks and shares ISAs allow you to invest up to £20,000 tax free in the 2024/25 tax year – and you can apply online today.

Wesleyan With Profits Stocks and Shares ISA

The With Profits Stocks and Shares ISA helps to reduce the impact of market volatility through a process called ‘smoothing’. It means you can worry less about market dips.

  • Invest in Wesleyan’s flagship With Profits Fund
  • Potential for a mutual bonus payout each year
  • 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

A simple and transparent stocks and shares ISA, the WUTM Unit Trust ISA allows you to invest your tax-free ISA allowance in up to six fully managed funds.

  • Invest in your own choice of up to six risk-rated funds, to suit your attitude to risk
  • Switch funds at anytime
  • Open your account from just £1,000, then set up ongoing monthly payments
  • Transfer in from your existing ISA

Invest outside of an ISA...

If you want to invest sums larger than the ISA allowance - or perhaps you already have an active ISA - 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

The Capital Investment Bond (CIB) is designed for investing a lump sum, providing the potential for capital growth and income.

  • Invest a lump sum of £7,500+
  • Invest in a choice of 17 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

Flexible Savings Plan

Want to be more flexible with your investment? Our easy-to-manage Flexible Savings Plan allows you to mix regular and one-off payments.

  • Invest from just £100 per month
  • Add lump sums of £500 or more at any time
  • Invest in a choice of 17 funds including our With Profits Fund
  • Plan can be held in trust to help with inheritance tax

WUTM Investment Account

A simple investment account with no upper limit on how much you can save.

  • 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, with no obligation

Investments are a big decision. That’s why Specialist Financial Advisers from Wesleyan Financial Services are on hand to help you make the right calls with your money.

Your adviser will review your financial position, consider your goals for the future and make a recommendation right for you.

There’s no obligation to take out an investment with Wesleyan. Just note that if you do decide to invest following advice, an initial advice charge will apply to your investment.

Book an appointment now

Other investment products you may 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 2024/2025 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.

Insurance asset risk awards 2023 logo

Investment Team of the Year 2023

After winning Responsible Investor of the Year at the Insurance Asset Risk Awards 2022, Wesleyan's investments team was named Investment Team of the Year in 2023. When you invest with Wesleyan Group, you can be confident your money is in safe hands.

Want to know more about investing with Wesleyan?

In our 'Investing with Wesleyan' section, you'll find everything you need to know about our approach to investing. Learn about...

  • Our property portfolio, which makes up around 10% of the With Profits Fund
  • Our history of financial strength
  • Our focus on sustainable investments
  • Our award-winning investments team