The WesInvest fund range
Whether you're building wealth throughout your career, planning for retirement, or preparing for life's next chapter, the right investment decisions can make all the difference. That’s where WesInvest comes in.
Supported by Specialist Financial Advisers at Wesleyan Financial Services, who understand the challenges that can shape your financial future – WesInvest gives you access to broader range of investments via one digital platform.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.With Profits funds
Explore the benefits of smoothing through the Wesleyan Assurance Society With Profits fund range, helping to reduce the impact of market turbulence.
Wesleyan Unit Trust Managers Funds
Grow your wealth with a range of investment funds from Wesleyan Unit Trust Managers (WUTM), designed to support a variety of financial goals.
Other funds
Diversify your investments with access to a carefully selected range of funds, spanning different investment styles, sectors and risk profiles.
Investment plans
Whether you're investing for retirement, building long-term wealth or saving for your family, WesInvest gives you access to a range of tax-efficient and flexible investment solutions, through one easy to use digital platform.
Personal Pensions
Build your retirement savings with a personal pension designed to help you invest for the future. Your adviser can help ensure your pension strategy reflects your long-term goals and changing circumstances.
ISA
Protect your savings from tax with an Individual Savings Account (ISA), allowing you to keep more of your investment growth and returns.
Junior ISA
Give your child a headstart with a Junior ISA. Save and invest for their future in a tax-efficient way, helping to build financial security for the years ahead.
General investment account
Invest beyond your ISA and pension allowances with a flexible investment account, giving you greater opportunity to grow your wealth over the long term.
Build your retirement savings with a personal pension designed to help you invest for the future. Your adviser can help ensure your pension strategy reflects your long-term goals and changing circumstances.
Protect your savings from tax with an Individual Savings Account (ISA), allowing you to keep more of your investment growth and returns.
Give your child a headstart with a Junior ISA. Save and invest for their future in a tax-efficient way, helping to build financial security for the years ahead.
Invest beyond your ISA and pension allowances with a flexible investment account, giving you greater opportunity to grow your wealth over the long term.
Let’s talk investments
Find your product documents
Looking for information on a particular WesInvest product? Choose from the list below, then hit 'next' to view your documents.
Important information about WesInvest
Find key information about charges, terms and important documents relating to the WesInvest platform.
Platform charges
View details of the charges that apply to using the WesInvest platform and managing your investments.
Platform terms and conditions
Read the terms and conditions governing the use of the WesInvest platform.