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, GPs, 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.
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.
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.
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.
Mortgages
We offer a comprehensive range of mortgages† from across the market. We can give mortgage advice and personal assistance with your applications.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
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.
We provide inheritance tax planning advice and can help you understand the complexities of the Inheritance Tax threshold.
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.
We offer a comprehensive range of mortgages† from across the market. We can give mortgage advice and personal assistance with your applications.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
What our customers say...
Specialist knowledge
94% of customers agree that their Specialist Financial Adviser demonstrates knowledge of their profession
Customer satisfaction
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer
Highly rated
94% of customers rate their Specialist Financial Adviser as very good or excellent
Frequently asked questions
Your adviser will explain any charges as part of an initial conversation. This conversation is at no charge, and allows you to agree the areas in which you would like our help and advice.
You will only be charged once you have agreed the services you wish to receive from us, and the associated costs.
To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances. This can help to give your Specialist Financial Adviser an understanding of your assets and liabilities.
You may also be asked to complete a Financial Outline. This enables your Adviser to tailor your appointment to you, your circumstances and your future goals. If you don't complete it beforehand, you’ll need to do so as part of your appointment.
An initial meeting with a Specialist Financial Adviser will typically last around one hour, though it does depend on the complexity of your circumstances. Often the Specialist Financial Adviser may arrange a second meeting with you to present any recommendations.
Book now
Let us arrange for you to speak to a Specialist Financial Adviser from Wesleyan Financial Services at a time and date convenient to you. Simply fill in a few details and we will be in touch.