News

5

Jun

PLANNING FOR RETIREMENT, MADE A LITTLE EASIER WITH WESLEYAN

 


 

 

PUTTING TEACHING PROFESSIONALS FIRST

At Wesleyan we see our role as providing financial advice throughout your long career right through to helping your journey into a rewarding retirement.

Wesleyan has been serving society’s most trusted professions for over 175 years, so are well placed to help you realise your aspirations.

Your local Wesleyan Financial Services Consultant focuses only on your profession. Their knowledge of the Teachers’ Pension Scheme and Local Government Pension Scheme means they know the benefits which are available to you, can help identify any potential gaps and help you consider all the available options.

Planning for retirement, made a little easier with Wesleyan

  • We work to your agenda - Taking the time to understand your situation, goals and attitude to risk

  • We analyse your current financial situation - By appraising your income and outgoings we highlight current and future financial needs

  • A solution to suit your needs - We recommend the most appropriate course of action that considers your Teachers’ Pension Scheme, legacy planning needs, income sources, investments and tax implications

  • We do the paperwork - We complete all the documents we can for you, making it quick and easy to put your plans into action

  • We provide a Financial Plan - Your personal financial roadmap to retirement that we can help you prioritise and develop

 

CONTACT US TODAY TO ARRANGE A MEETING QUOTING 1000976 on 0800 072 6441 or email us at financialreview@wesleyan.co.uk

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