Managing your investment plan

All the help, support and contact details you need to manage your Wesleyan investments

What would you like help with?

Select from the options below to manage your investment. If you can't see what you need here, scroll down for more contact information. 

Further support

Want to book an appointment?

Want to discuss your investments with a Specialist Financial Adviser from Wesleyan Financial Services? Book your appointment online now.
Book an appointment

Need to notify us of a bereavement?

If a Wesleyan policyholder has passed away, we're here to support you. Here you'll find the help and contact details you need.
Bereavement support

Managing a plan on behalf of someone else

Find out how to register a power of attorney with Wesleyan, to manage and make decisions about somebody else's finances.
Acting on behalf of someone else

Talk to us about investments

Can't find the support you need above? Get in touch using the details below. and we'll be more than happy to help.

The right contact details for you will depend on the type of investment you hold or want to discuss: 

Wesleyan investments

To talk about the With Profits Stocks and Shares ISA, Flexible Savings Plan or Capital Investment Bond, please use these details:

  • Call us on 0800 058 2965. Lines are open Monday to Friday, 9am - 5pm.

Wesleyan Unit Trust Managers investments

If you’d like to talk about the WUTM Unit Trust ISA, Junior ISA, WUTM investment account or a commercial investment:

  • Call us on 0330 123 3813. Lines are open Monday to Friday, 9am - 5pm.