Request a no-obligation financial review

To arrange a no-obligation review with a Wesleyan Financial Services Consultant, please complete our online form. We'll be in touch to arrange a convenient time and place.

Request a no-obligation financial review

To arrange a no-obligation review with a Wesleyan Financial Services Consultant, please complete our online form. We'll be in touch to arrange a convenient time and place.

What happens during a financial review?

We work to your agenda - Taking the time to understand your situation, goals and attitude to risk

We analyse your current financial situation - By appraising your income and outgoings we highlight current and future financial needs

We advise a solution that suits your needs - We recommend the most appropriate course of action and product from the range we offer

We do the paperwork - We complete all the documents we can for you, making it quick and easy to put your plans into action

We provide a Financial Plan - Your personal financial roadmap to retirement that we can help you prioritise and develop

What happens during a financial review?

We work to your agenda - Taking the time to understand your situation, goals and attitude to risk

We analyse your current financial situation - By appraising your income and outgoings we highlight current and future financial needs

We advise a solution that suits your needs - We recommend the most appropriate course of action and product from the range we offer

We do the paperwork - We complete all the documents we can for you, making it quick and easy to put your plans into action

We provide a Financial Plan - Your personal financial roadmap to retirement that we can help you prioritise and develop

Book now

Request your no-obligation financial review with a your local Financial Consultant. We will call you back to arrange a time that is convenient to you. *Mandatory

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We would like to stay in touch with you. Wesleyan Assurance Society and the Wesleyan Group of companies, would like to keep you up to date with relevant news, products and related services we provide. We may occasionally ask you to share your experiences with us for market research purposes. We can stay in touch with you using the following channels. Please indicate which method/s you prefer. By email
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If you want to opt-out of receiving information from us, you can do this at: www.wesleyan.co.uk/customer-services or by calling our Customer Relationship Centre on 0800 058 2965. Our opening hours are Monday to Friday 9.00am to 5.00pm. Saturdays - closed.

Storing and using your information

The security of your personal data is very important to us and we will never sell your data to other companies. You can read more about how we protect your information and your rights by reading our privacy statement which is available upon request or via our website www.wesleyan.co.uk/privacy.