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SPECIALIST FINANCIAL ADVICE
FOR MEMBERS OF WOMEN
IN THE LAW UK

Tailored financial advice for Women in the Law UK members

Wesleyan Financial Services is delighted to be working with Women in the Law UK to offer a no-obligation financial health check tailored specifically to the needs of legal professionals.

As a member of Women in the Law UK, we can provide you with specialist advice that is strongly aligned to your life's aspirations, both in the short and long term.

Tailored financial advice for Women in the Law UK members

Wesleyan Financial Services is delighted to be working with Women in the Law UK to offer a no-obligation financial health check tailored specifically to the needs of legal professionals.

As a member of Women in the Law UK, we can provide you with specialist advice that is strongly aligned to your life's aspirations, both in the short and long term.

Our approach

We have a number of Wesleyan Financial Services Consultants that specialise in offering advice to those in the legal profession, which gives us an in-depth understanding of the opportunities and challenges facing today's lawyers and wider legal professionals.

Blending this expertise with ongoing feedback and updates from our Advisory Board members, we are able to continually develop our services to ensure that they are reflective of changes within the profession, such as the Covid-19 pandemic's impact on the profession as a whole.

Whether you're in the early stages of your career, planning for a family, considering a career break or preparing for retirement, we can support you and your financial objectives.

Our approach

We have a number of Wesleyan Financial Services Consultants that specialise in offering advice to those in the legal profession, which gives us an in-depth understanding of the opportunities and challenges facing today's lawyers and wider legal professionals.

Blending this expertise with ongoing feedback and updates from our Advisory Board members, we are able to continually develop our services to ensure that they are reflective of changes within the profession, such as the Covid-19 pandemic's impact on the profession as a whole.

Whether you're in the early stages of your career, planning for a family, considering a career break or preparing for retirement, we can support you and your financial objectives.

What does financial freedom look like to you?

We are here to support you with the financial decisions you will need to make, as well as the impact these decisions may have on your financial future.

This includes:

Fee-free mortgage advice* - with our in-depth understanding of lawyers' pay and earning potential, we have access to a variety of deals and work on your behalf to help lenders understand what you can afford.

Retirement planning - we can help you to plan for your financial future by determining how much income you will need in retirement, what pension options may be available to you, and how to maximise your retirement income.

Planning for a career break - our specialist advice can offer peace of mind as we help you to proactively plan for the financial implications of maternity breaks and part-time working.

Savings and investments - from stocks and shares ISAs to investment bonds, we can advise on the most appropriate plans in line with your life's priorities. (Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest).

Making the most of your workplace benefits** - we can help you to understand any benefits you may have, as well as any gaps in provision and what this may mean if you were unable to work.

Supporting you through your Partnership journey - from Partnership protection to succession planning, we can help ensure that your Partnership remains protected.

Request Your No-Obligation Financial Health Check

As the landscape for lawyers continues to shift, we remain on hand to support people like you.

To arrange a no-obligation financial health check, simply complete the on-page form. We will then be in touch to arrange your remote review at a time and date that best suits your busy schedule.

Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

*We will be paid a fee by the mortgage lender upon completion of the loan. There are charges for investment advice and other services."

**We cannot provide advice to employees regarding auto-enrolment or qualifying workplace pensions.

What does financial freedom look like to you?

We are here to support you with the financial decisions you will need to make, as well as the impact these decisions may have on your financial future.

This includes:

Fee-free mortgage advice* - with our in-depth understanding of lawyers' pay and earning potential, we have access to a variety of deals and work on your behalf to help lenders understand what you can afford.

Retirement planning - we can help you to plan for your financial future by determining how much income you will need in retirement, what pension options may be available to you, and how to maximise your retirement income.

Planning for a career break - our specialist advice can offer peace of mind as we help you to proactively plan for the financial implications of maternity breaks and part-time working.

Savings and investments - from stocks and shares ISAs to investment bonds, we can advise on the most appropriate plans in line with your life's priorities. (Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest).

Making the most of your workplace benefits** - we can help you to understand any benefits you may have, as well as any gaps in provision and what this may mean if you were unable to work.

Supporting you through your Partnership journey - from Partnership protection to succession planning, we can help ensure that your Partnership remains protected.

Request Your No-Obligation Financial Health Check

As the landscape for lawyers continues to shift, we remain on hand to support people like you.

To arrange a no-obligation financial health check, simply complete the on-page form. We will then be in touch to arrange your remote review at a time and date that best suits your busy schedule.

Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

*We will be paid a fee by the mortgage lender upon completion of the loan. There are charges for investment advice and other services."

**We cannot provide advice to employees regarding auto-enrolment or qualifying workplace pensions.

Call me back

Your time is precious, now more than ever. So, let us arrange for you to speak to a Wesleyan Financial Services Consultant at a time and date when it's convenient for you - over the phone or online. Simply, fill in a few details and someone will be in touch. *Mandatory

 


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'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

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