Wesleyan Financial Services provides tailored financial planning for Individuals 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, the practice staff and the practice itself, so has a clear insight into your unique career path and the challenges you face.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.
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 such as Understanding the NHS Pension Scheme and many more.