Find your Specialist Financial Adviser
We’ll match you with an adviser who specialises in your profession and is local to your area.
Whatever stage you’re at in life, we can advise you
How financial advice works
Discuss your finances
We’ll meet you for a no-obligation review of your finances. Get a bespoke financial plan, with advice to get you where you want to be.
Advice when you need it
We’re always here to help. As your lifelong partner, you can get advice when you need it from your Specialist Financial Adviser.
Discover a smoother way to invest...
With Profits Stocks and Shares ISA
Fully managed by our award-winning investments team, Wesleyan's With Profits ISA Fund offers smoothed returns - to help you worry less about the ups and downs of investing. Capital at risk.
The professions we serve
Whether you’re a hospital doctor or a GP, it's important to take care of your own financial health. See how Wesleyan Group can support you, your family - and your surgery or medical business too.
From savings and investments to protection and mortgages, Wesleyan Group helps dentists towards a brighter financial future. We can also help with buying a dental practice or starting life away from the NHS.
If you work in education, Wesleyan Group is right behind you - supporting you throughout your career and beyond. From mortgages and insurance, to guidance on the Teachers' Pension Scheme, we've got you covered.
You might be interested in…
SUPPORTING OUR COMMUNITIES
Nominate a charity to receive a grant
Tell us about a charity that’s close to your heart before 15th September 2024 and they could receive a grant of up to £2,500 this December.
tools
Inflation calculator
Could your money be worth less in the future? Use our calculator to find out how inflation can impact the real value of your savings.
INVESTMENTS
Why invest with Wesleyan?
When you invest with Wesleyan Group, you’re investing in funds run by experienced and award-winning fund managers.
Our heritage
Since 1841, Wesleyan has been helping people reach their financial goals
In safe hands
Over 250 Specialist Financial Advisers supporting the nation’s most trusted professions
Excellent service
94% of our customers rated their Specialist Financial Adviser as very good or excellent in 2023
Award-winning
Winners of Investment Team of the Year (Re/insurer) at the Insurance Asset Risk Awards 2023