What’s important to you?

At Wesleyan, we can offer practical financial advice to help you look after you and your family’s financial wellbeing. This includes:

• Retirement planning - Is your pension on track to meet the retirement you deserve? With an in-depth understanding of the factors that could affect your finances, such as the Teachers' Pension Scheme, we can help you to prepare and maximise your income for the years ahead.


• Education fees planning - School and university fees can place demands on family finances. If you want to pay for your child's education from nursery to university, costs can be a long-term commitment. We can advise on your finances and help you put a plan in place.


• Inheritance Tax planning - As a school leader, you’ll likely want to protect your legacy and estate so that it benefits loved ones in the longer term. We can advise on how to reduce the tax burden for those inheriting your estate through the use of trusts and gifts*.


• Mortgage advice - From first-time mortgages and re-mortgaging your existing home, through to investing in buy-to-let properties^**. Our Specialist Financial Advisers can give advice and personal assistance at every stage of your application.


• Income protection - Having an income protection plan can help provide you and your family with a regular income if you were unable to work due to illness or injury. This can provide peace of mind and financial protection, letting you focus on your recovery, without financial fear.


• Savings and investment - We know how hard school leaders work, but is your money working just as hard for you? Based on your long-term savings goals, our Specialist Financial Advisers can advise on plans and investment products that may help you achieve your aspirations. Please remember, the value of investments can go down as well as up and you may get back less than you invest.


• Insurance - We offer comprehensive insurance, including home, motor, travel and also high-value home insurance for NAHT members looking for bespoke cover^†.

When you request a full financial review, your adviser will look at your financial situation and arrange an initial meeting that typically lasts around one hour. A follow up meeting will often be scheduled if your adviser has recommendations for you.

^*Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

^**Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.

^†Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.