Business Details
Specialist Financial Advisers for Healthcare & Education Professionals
Established in 1841, we have dedicated over 180 years to delivering specialist financial advice tailored to the unique needs of healthcare and education professionals. Our team of 250+ Specialist Financial Advisers combines deep industry expertise with a commitment to creating brighter financial futures for doctors, dentists, and teachers. We offer comprehensive solutions spanning pensions, investments, insurance, and mortgages, underpinned by our regulatory authorisation from the Prudential Regulation Authority and Financial Conduct Authority.With a proven track record of excellence, including 94% customer satisfaction ratings in 2024, we provide lifelong financial partnerships that evolve with your career and personal goals. Our award-winning investment team and innovative digital tools, such as My Wesleyan online portal, ensure clients receive both expert guidance and practical resources to achieve financial security.
Services
Financial Advice
Pension Planning
Investment Management
Insurance Solutions
Mortgage Advice
Retirement Planning
Business Protection
Estate Planning
Commercial Investments
Tax-Efficient Savings
Highlights and features
- 180+ years of specialist experience serving healthcare and education professionals
- 250+ certified Specialist Financial Advisers with profession-specific expertise
- Award-winning investment team recognised at the Insurance Asset Risk Awards 2023
- Transparent fee structure with clear upfront financial advice charges
- 94% customer satisfaction rating from 50,000+ online portal users in 2024
Associations and certifications
- Prudential Regulation Authority
- Financial Conduct Authority
What people say
Expert advisers
Tailored solutions
Excellent service
Clear charges
Award-winning team
Services
Financial Advice
Our Specialist Financial Advisers provide profession-specific guidance for doctors, dentists, and teachers. We create bespoke financial plans covering pensions, investments, and protection strategies. With regulatory authorisation from the FCA, our advice ensures compliance while addressing unique career trajectories and retirement needs within the healthcare and education sectors.
Pension Planning
We offer comprehensive pension advice including NHS Pension Scheme assessments and Teachers' Pension guidance. Our personal pension plans feature 14 risk-rated funds, while our Retirement Club provides ongoing support. Specialist knowledge addresses complex scenarios like the abatement rule and pension sharing during divorce proceedings for medical professionals.
Investment Management
Our award-winning investment team manages tax-efficient solutions including Stocks & Shares ISAs, Unit Trust investments, and commercial investment bonds. With options starting from 50 monthly contributions, we offer 14 risk-rated funds through Wesleyan Unit Trust Managers. Sustainable investing options and educational resources support informed decision-making for long-term wealth growth.
Insurance Solutions
We provide tailored insurance coverage including income protection, critical illness cover, and mortgage protection. Specialist business insurance solutions cover GP practices, dental surgeries, and law firms. Our protection strategies safeguard against professional risks while personal policies ensure family financial security during illness, injury, or unexpected life events.
Mortgage Advice
Our mortgage specialists offer impartial advice across all property types. Services include first-time buyer guidance, buy-to-let mortgages, commercial property financing, and equity release solutions. We consider unique professional circumstances while explaining risks associated with secured lending, ensuring appropriate mortgage structures aligned with clients' financial objectives.
Questions
What financial services do you offer for healthcare professionals?
We provide pensions advice, investment solutions, business protection, mortgage guidance, and personal insurance tailored specifically for doctors and dentists.
How are your financial advice charges structured?
We maintain transparent pricing with clear upfront fees. Charges vary by service complexity but we provide full cost disclosure before any advice delivery.
Can I access my financial plans online?
Yes, our My Wesleyan portal allows 50,000+ customers to view investments, manage pensions, and book appointments securely 24/7.
Do you offer retirement planning for teachers?
Yes, we specialise in Teachers' Pension Scheme guidance, abatement rule navigation, and retirement income planning tailored to education professionals.
How do I book a financial advice appointment?
You can book online through our website, contact us via 0808 149 9416, or request a call-back through our dedicated appointment portal.
What investment options are available?
We offer Stocks & Shares ISAs, Unit Trust investments, commercial bonds, and sustainable options with risk-rated funds managed by our award-winning team.
Videos
