Wesleyan Financial Services Limited
Wesleyan Financial Services provide tailored financial planning at every stage of your professional life as a Medic – whether you’re newly qualified, mid-career or approaching retirement. Your local Financial Advisor works with Medical Professionals, 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 an initial discussion with a Specialist Financial Advisor from Wesleyan 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 colleagues.
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.
To find out more, please email Louise Finch at louise.finch@wesleyan.co.uk