Wesleyan Financial Services Ltd

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Wesleyan Financial Services Ltd

We have a team of dedicated Specialist Financial Advisers, ready to offer one-off or ongoing advice. We’re here for you every step of the way, from starting your teacher training through to planning your retirement. As we’re approved by NASUWT and other unions, we provide members with a wide range of regulated financial services. This includes face-to-face financial advice on investments, mortgages, the Teachers’ Pension Scheme and more. We have a team of dedicated Specialist Financial Advisers, ready to offer one-off or ongoing advice. We’re here for you every step of the way, from starting your teacher training through to planning your retirement. As we’re approved by NASUWT and other unions, we provide members with a wide range of regulated financial services. This includes face-to-face financial advice on investments, mortgages, the Teachers’ Pension Scheme and more. If you wish to speak with the team at Wesleyan, please contact Vicky & Ahilan in the first instance by emailing businessdevelopment@wesleyan.co.uk Thank you.

What do they do?

Wesleyan Financial Services is a specialist financial advice provider for teachers, offering bespoke advice on investments, mortgages, the Teachers' Pension Scheme, and more. With over 180 years of experience, Wesleyan supports educators at every stage of their career.

How can they help?

For many people working in education, the prospect of dealing with their pension is often daunting or possibly quite low on the priority list, particularly for teachers in the early stages of their career. However, by dedicating just a little time and effort, Wesleyan Financial Services can answer many questions, help you plan and provide options for your future. Having supported professionals for over 180 years, Wesleyan Financial Services have a wealth of experience and knowledge on which to draw. Dedicated Specialist Financial Advisers can speak with individual members of staff, but many organisations find that Wesleyan’s staff seminar provides the most effective and inclusive way of informing staff. This is an interactive session with delegates encouraged to ask questions and there is no cost to the school. It can be delivered face to face or via a webinar. Topics covered include: - Understanding the benefits of your occupational pension scheme - whether TPS, LGPS or STSS - Planning for a successful retirement - Key financial guidance for ECTs - Promoting financial health and well-being

What do we think?

We were really impressed with their knowledge and understanding of the Teacher Pension Scheme and other financial services. We found them really approachable and supportive and were able to answer lots of our questions with clarity and detail. For more information or to book a no-obligation, personal review, visit https://www.wesleyan.co.uk/enquiry-form-teachers.

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