An introduction to our advice fees and charges
At Wesleyan Group, we’re always transparent about the charges you might incur when you take advice, or save and invest in our products.
If you take advice from a Specialist Financial Adviser from Wesleyan Financial Services, an initial advice charge will apply. If you opt in for ongoing advice from your Specialist Financial Adviser, you’ll pay a charge for this too.
More information on Wesleyan Financial Services’ advice charges can be found below. Bear in mind that if you take out a product, you may also pay product provider charges, such as annual management fees.
How it works
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.