At Wesleyan Financial Services, we’re here to create brighter financial futures for the people of Liverpool and Merseyside. Through our network of over 250 Specialist Financial Advisers, you can always find a helping hand across the North West.
We offer financial planning support for people at every life stage. Through a video call or in-person meeting, you can get one-off advice or ongoing guidance when you need it the most.
We can help you:
Start planning for your dream retirement with advice on building a pension, planning your retirement income and more.
Our advice covers:
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Give your money a chance to grow with Wesleyan Group’s range of ISAs and investment plans. With different levels of risk to choose from, there’s an investment option to suit your financial goals.
Discover:
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
We can help take the stress out of finding a mortgage. Whether you’re looking to buy your first house or remortgage your current home, we can find the right deal for you.
We cover:
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments. Please note that most buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).
Protect the things that matter most with policies designed to provide peace of mind. From your home to your income, we can find you cover that’s tailored to your needs.
We offer:
Are your finances in need of a health check? We’re an Exclusive Financial Advice Provider of the RCGP (Royal College of General Practitioners) and also work with the Royal College of Obstetricians and Gynaecologists (RCOG). We can help you understand the NHS Pension Scheme, protect your income and more.
Find something to smile about with our financial advice for dentists. Whether you’re an NHS dentist or you own a private practice, we can help you clean up your finances. Get advice on everything from protecting your practice to planning for retirement.
When you need a lesson on finances, our advisers are here to help. We’re approved by NASUWT and other unions, providing teachers with a range of financial services. We can help you get to grips with the Teachers’ Pension Scheme, manage your money and more. We can also provide financial advice to your spouse or partner.
How our financial advice works
We’ll match you with your nearest Specialist Financial Adviser
Arrange a no-obligation meeting at the best time for you
Discuss the things that matter most to you
Area of expertise: Medical
Owen provides specialist financial advice for hospital doctors in the Liverpool region. He’s worked in the financial sector since 2004 and has been with Wesleyan since 2018. Owen has an extensive knowledge of retirement planning for medical professionals and the NHS Pension Scheme.
Area of expertise: Dental
Laura provides financial advice to dental professionals across Liverpool, helping both NHS and private dentists. She's spent her career in financial services, starting as a Mortgage Adviser before qualifying as a Specialist Financial Adviser in 2019. She loves helping people achieve their financial goals and can offer advice across personal and business situations.
Area of expertise: Education
Diane advises teachers and education staff in the North West region. She’s worked in financial planning since 2008 and has been with Wesleyan since 2020. Diane can advise on all your financial options, including retirement planning and the Teachers' Pension Scheme.
What our customers say...
94% of customers agree their Specialist Financial Adviser demonstrates knowledge of their profession
94% of customers rate their Specialist Financial Adviser as very good or excellent
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer
What can I expect from a meeting with a Specialist Financial Adviser?
When you request a detailed conversation about your finances, a Specialist Financial Adviser from Wesleyan Financial Services will usually meet you via video call. In some circumstances, they may be able to meet you in person in the comfort of your own home.
During the meeting, your Specialist Financial Adviser will look at your financial situation as a whole, and discuss your specific goals, priorities or concerns.
Is the advice free?
The meeting itself is on a no obligation basis. If you do choose to take out a Wesleyan financial product as a result, there’ll be an initial advice fee and often ongoing management charges to pay. While our Specialist Financial Advisers will often make recommendations, there’s no obligation to take out any Wesleyan products or services.
What should I prepare ahead of the meeting?
To make the most of your time with your Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances (such as savings or investment details).
You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.
If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment.
How long does the meeting last?
An initial meeting with a Specialist Financial Adviser will typically last around one hour. However, this does depend on the complexity of your circumstances.
Financial help near you. Speak to a Specialist Financial Adviser in Manchester or the North West.
If you need financial advice in Sheffield or South Yorkshire, there's a Specialist Financial Adviser near you and ready to help.
For tailored financial advice in Leeds or West Yorkshire, speak to a Specialist Financial Adviser from Wesleyan Financial Services.
The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.