Helping you take control of your finances

As financial experts in your profession, we can help you navigate the twists and turns of retirement planning for your chosen career path. No matter where you are on the journey, we are pleased to offer you a no-obligation review with your local Wesleyan Financial Services Consultant.

Together, we can create a personal retirement roadmap to help you:

  • Gain a clear understanding of your pension, your options and any impact of the current circumstance
  • Be confident your investments are working hard for you to provide what you need for the future
  • Understand any concerns about pension discrimination and create a personal financial roadmap with our help and guidance

Throughout the review, you will be in the driving seat and we will be alongside to guide and recommend.

You may or may not have received some information over the last few months related to your pension. Or looked at details of your membership online. Regardless of this, it pays to get advice from the experts.

We’ve made the journey many times before with people from the same profession, so you’re in experienced hands.

To reinforce this, we're delighted to have been recognised by NHS Employers as an organisation able to provide guidance and advice on pension tax issues for members of the NHS Pension Scheme.

Arranging a review is easy. Complete the call me back form and we’ll be in touch to arrange a remote meeting, at a time and date when it’s convenient for you. Simply, fill in a few details and we’ll be in touch.

Helping you take control of your finances

As financial experts in your profession, we can help you navigate the twists and turns of retirement planning for your chosen career path. No matter where you are on the journey, we are pleased to offer you a no-obligation review with your local Wesleyan Financial Services Consultant.

Together, we can create a personal retirement roadmap to help you:

  • Gain a clear understanding of your pension, your options and any impact of the current circumstance
  • Be confident your investments are working hard for you to provide what you need for the future
  • Understand any concerns about pension discrimination and create a personal financial roadmap with our help and guidance

Throughout the review, you will be in the driving seat and we will be alongside to guide and recommend.

You may or may not have received some information over the last few months related to your pension. Or looked at details of your membership online. Regardless of this, it pays to get advice from the experts.

We’ve made the journey many times before with people from the same profession, so you’re in experienced hands.

To reinforce this, we're delighted to have been recognised by NHS Employers as an organisation able to provide guidance and advice on pension tax issues for members of the NHS Pension Scheme.

Arranging a review is easy. Complete the call me back form and we’ll be in touch to arrange a remote meeting, at a time and date when it’s convenient for you. Simply, fill in a few details and we’ll be in touch.