At Wesleyan Financial Services, we provide financial advice for medical, dental and teaching professionals. We offer a lifetime of financial planning and financial help.

Financial advisers for professionals

When it comes to planning for your financial future, it's important that you understand all the options available to you, and that you get the right financial advice.

Specialist Financial Advisers from Wesleyan Financial Services are experts in particular career paths (Hospital Doctors, GP's, Dentists and Teachers), so understand your specific and unique needs.

How we can help you and provide financial advice

We've helped numerous professionals plan their finances around matters important to them and their profession. We can provide advice in a range of areas and on a wide selection of products to suit your personal circumstances, providing choice and expertise. This includes:

  • Retirement planning: We can discuss the wide number of choices open to you and help to maximise your income for the years ahead.
  • Savings and investments*: Our investments advice service offers you a range of options and more in-depth advice. Your Specialist Financial Adviser can assess your risk profile and savings objectives to give you all the information you need and help keep your plans on track. 
  • Income protection: We can arrange tailored income protection to provide you with a regular income in the event of illness or injury. 
  • Inheritance tax planning**: We provide Inheritance Tax planning advice and can help you understand the complexities of the Inheritance Tax threshold.
  • Mortgages†: We offer a comprehensive range of mortgages from across the market. We can give mortgage advice and personal assistance with your applications.

So, whether you want to save for a holiday, invest for the future, plan to move home, protect loved ones or realise your retirement aspirations, we can help.

*Keep in mind that investment values are not guaranteed, and can go down as well as up. You could get back less than you invest.

**The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

†Wesleyan Financial Services provides broker and advice services.

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

Frequently Asked Questions

  • What can I expect from a meeting with a Specialist Financial Adviser?

    When you request a detailed conversation about your finances, a Specialist Financial Adviser from Wesleyan Financial Services will usually meet you in person in the comfort of your own home. The meeting can often be done via video call if you prefer.

    During the meeting, your Specialist Financial Adviser will look at your financial situation as a whole, and discuss your specific goals, priorities or concerns.

  • Is the advice free?
    Advice is provided on a no obligation basis. That means that while our Specialist Financial Advisers will often make a recommendation for you, there’s absolutely no obligation to take out any Wesleyan products or services.

    Just be aware that if you do choose to take out a Wesleyan financial product, there may be an initial fee to pay. Your Adviser will outline all this to you at the start of the meeting.
  • What should I prepare ahead of the meeting?
    To make the most of your time with your Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances (such as savings or investment details).

    You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.

    If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment.
  • How soon will I be able to get a meeting?
    You won’t have to wait long at all. Complete the booking form today and we should be able to get you an appointment with a Specialist Financial Adviser within the next ten days.
  • How long does the meeting last?
    An initial meeting with a Specialist Financial Adviser will typically last around one hour, though it does depend on the complexity of your circumstances.

What our customers say...

94% of customers agree that their Specialist Financial Adviser demonstrates knowledge of their profession

94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer

94% of customers rate their Specialist Financial Adviser as very good or excellent

Let us help you understand your finances

We can arrange for you to speak to a Specialist Financial Adviser at a time and date convenient for you - in person, over the phone or online. Simply, fill in a few details and we will be in touch.
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