Managing your financial needs can be hard when you’re supporting and developing others. We could all benefit from help when it comes to financial matters – from mortgages, retirement, pensions, and tax planning, through to savings and investments for you and your family.
A secure financial future can help you to achieve your goals – whatever you’re preparing for.
As a leading provider of lifelong specialist financial advice in education, Wesleyan Financial Services can help to ensure your financial goals are identified, realised and protected, so you achieve the brightest financial future possible.
Our specialist financial advisers work specifically with headteachers and their families, so they understand the financial paths, opportunities and challenges you may face. They can support your financial planning needs, including:
- Tax-efficient pension planning to help you achieve your dream retirement
- Protecting you and your family’s finances
- Fee-free mortgage advice*
- Making your savings work harder
- Inheritance tax planning
- Achieving financial freedom
When it comes to planning for your finances, it’s important that you understand all the options available to you, and that you get the right financial advice.
To learn more about the advice we offer, watch our reasons to talk to Wesleyan video below or visit our website.
* Wesleyan Financial Services is a broker and will be paid a fee upon completion of the loan. Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Remember, the value of investments and any income can go down as well as up and you may get back less than you invest.
‘WESLEYAN’ is a trading name of the Wesleyan Group of companies.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
