Wesleyan Financial Services provide tailored financial planning at every stage of your professional life – whether you’re newly qualified, mid-career or approaching retirement. Your local Financial Consultant works exclusively with GP’s and their practices, so has a clear insight into your unique career path and the challenges you face.
We also have the Wesleyan Members’ Advisory Board and Junior Advisory Board, which includes experts on your profession, who provide additional guidance on our policies and services, to ensure they meet your needs.
You can book a no-obligation review with your Financial Consultant at a time and place that works best for you, giving you ample opportunity to discuss any financial needs you may have. We can also arrange workplace seminars designed to provide an overview of certain subjects, depending on the needs of you and your team.
Some of the areas we can help with include pension advice and retirement planning; savings and investments options, financial protection for you and your family; plus finding the right mortgage.