You'll only pay an advice fee if you decide to take out one of Wesleyan’s products or services as a result of your appointment. Specialist Financial Advisers from Wesleyan Financial Services will often make a recommendation for you, but there’s absolutely no obligation for you to take out any Wesleyan products.

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.