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Whether you’re a doctor, dentist or education professional, Specialist Financial Advisers from Wesleyan Financial Services can provide expert, tailored advice.

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Advice & planning

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Teachers' pension guides

Take a look at our range of guides designed to help you plan for life after the classroom

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ISAs

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Stocks & Shares ISA

Open a Wesleyan Stocks & Shares ISA today. Invest from as little as £50 per month. Capital at risk.

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Investment team

Meet the award-winning team at Wesleyan responsible for investing your money.

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Retirement advice

Get expert advice on your retirement planning from Wesleyan Financial Services.

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Guide to business protection for GPs
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Surgery insurance guide

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Locum insurance

Wesleyan’s Practice Protector Plus helps with the costs of hiring a locum, so you’re not out of pocket if you’re unable to work.

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Advice & planning

Financial advice for GPs
Financial advice for hospital doctors
Mortgage advice
Protecting you & your family
Estate & inheritance tax planning

Pensions & retirement

Retirement advice
NHS pension assessment report
Retirement Club

Business owners

Financial advice for business owners
Commercial investments
Business funding for GPs
Business protection
Insurance for GPs

Useful information

Advice charges
Webinars
NHS pension scheme guides
All financial planning guides
Financial wellbeing hub

See all financial advice

Book an appointment Manage your appointment

Financial advice

Advice & planning

Financial advice
Mortgage advice
Protecting you & your family
Estate & inheritance tax planning

Pensions & retirement

Retirement advice
NHS pension assessment report
Retirement Club

Business owners

Financial advice for business owners
Commercial investments
Business funding
Business protection
Insurance

Useful information

Advice charges
Webinars
NHS pension scheme guides
All financial planning guides
Financial wellbeing hub

See all financial advice

Book an appointment Manage your appointment

Financial advice

Advice & planning

Financial advice for teachers
Financial advice for school leaders
Mortgage advice
Protecting you & your family
Estate & inheritance tax planning

Pensions & retirement

Retirement advice
Retirement Club

Useful information

Advice charges
Webinars
Teachers pension scheme guides
All financial planning guides
Financial wellbeing hub

See all financial advice

Book an appointment Manage your appointment

Products & services

Stocks & Shares ISAs

Wesleyan Stocks & Shares ISA
Unit Trust ISA
Junior ISA

ISA tools

Stocks & Shares ISA calculator
Cost of investment delay calculator

Useful information

Fund prices
With Profits Fund
Stocks & Shares ISA guide
ISA transfer guide
How many ISAs can I have?
All ISA guides

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Manage your ISA

Products & services

Investment plans

Flexible Savings Plan
Capital Investment Bond
Unit Trust investment
Commercial investments
ISAs

Investment tools

Investment calculator
Cost of investment delay calculator
Inflation impact calculator

Useful information

Fund prices
With Profits Fund
Investing with Wesleyan
Sustainable investing
Beginners guide to investing
All investment guides

See all investments

Manage your investments Book an appointment

Products & services

Pension options

Personal pensions
Annuities
Drawdown

Retirement advice

Medics
Dentists
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NHS pension guides
Teachers pension scheme guides
Pension pot options
All pension & retirement guides
The Retirement Club

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Manage your pension Book an appointment

Products & services

Mortgage options

Remortgage
Moving home
First-time buyer
Buy-to-let mortgages
Commercial mortgages
Mortgage protection
Equity release

Mortgage advice

Medics
Dentists
Education professionals

Mortgage tools

How much can I borrow?
Mortgage repayments calculator
Stamp duty calculator
All mortgage calculators

Useful information

Interest-only vs repayment mortgage
Remortgaging guide
First-time buyers guide
All mortgage guides

See all mortgages

Book a mortgage appointment

Products & services

Home

Home insurance
High-value home insurance
Holiday home insurance
Landlord insurance

Motor

Car insurance
High-value car insurance

Specialist home

Unoccupied home insurance
Home insurance with claims history
Non-standard home insurance
Renovation insurance
Subsidence insurance

Travel

Travel insurance
Medical elective insurance

Life

Life assurance
Critical illness cover
Income protection
Mortgage protection

Useful information

Home insurance guide
Car insurance guide
When to renew car insurance
Holiday home insurance guide
All insurance guides

See all insurance

Make a claim Contact us about your policy

Products & services

Medical & dental

GP surgery insurance
GP locum insurance
Dental practice insurance
Dental locum insurance
Dental indemnity insurance
Medical malpractice insurance
Key person insurance
Partnership protection insurance

Other insurance

Landlord insurance
Professional indemnity insurance
Solicitors' professional indemnity insurance
Commercial property insurance
Office insurance
Cyber insurance
Management liability insurance

Useful information

Guide to business protection for GPs
Guide to business protection for dentists
Surgery insurance guide

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