Wesleyan Financial Services is proud to offer financial advice to the people of London. Through our network of over 250 Specialist Financial Advisers, we’re creating brighter financial futures across the capital and beyond.
We offer financial planning support for people at every life stage. Whether you’re looking to do more with your money or protect the things that matter most, we can advise you every step of the way.
You can speak to your local adviser via video call or face-to-face. Through our no-obligation meetings, we can help you:
Take the stress out of finding a mortgage. We can find you the right deal for your home, whether you’re looking to step on the property ladder or remortgage. We can also handle the mortgage application on your behalf, giving you more time to focus on your move.
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).
Insurance offers peace of mind that the things you worked hard for are protected. When you’re ready to take out a new policy, we can find you cover that’s tailored to your needs.
For example, we offer:
Invest for your financial future with Wesleyan Group’s range of ISAs and investment plans. Managed by an award-winning team, the diversified funds on offer give you the chance to do more with your money.
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 all dream of the day we can retire. Get a head start on your retirement planning with personalised advice on your pension, retirement income and more.
Talk to us about:
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
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
Ian provides specialist financial advice for GPs, practice managers and other practice staff in South-East London. He’s worked in financial planning since 1984 and has been with Wesleyan over 20 years. He can advise on all your financial options, and he has an extensive knowledge of retirement planning for medical professionals and the NHS Pension Scheme.
Area of expertise: Dental
Bal is a Specialist Financial Adviser for dental professionals, their families, and their friends in the London area. She has worked in financial services since 2015. Bal can advise you in all financial areas, and her expertise includes the NHS Pension Scheme, investments, mortgages, protection, as well as commercial advice.
Area of expertise: Education
David has been a Specialist Financial Adviser for over twenty five years. He works with education professionals across London and the surrounding areas. David specialises in retirement planning (pre- and post-retirement), inheritance tax planning, savings, investments and personal protection.
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 speak with 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.
For tailored financial advice in Bristol or the surrounding area, speak to a Specialist Financial Adviser from Wesleyan Financial Services.
If you need financial advice in Birmingham or the West Midlands, there's a Specialist Financial Adviser near you and ready to help.
Financial help near you. Speak to a Specialist Financial Adviser in Coventry or the surrounding area.
The NASUWT, the RCPG and the RCOG are introducer appointed representatives of Wesleyan Financial Services Limited.