Wesleyan Assurance Society

At Wesleyan, we specialise in providing financial advice to legal professionals. Our Wesleyan Financial Services Consultants are specially trained to understand career paths, pay scales, and workplace benefits, so they can tailor their advice to your specialist needs.

We keep our knowledge up to date via our internal Insight team and our Wesleyan Members Advisory Board which includes representatives from the legal community. They regularly advise us on changes within the legal profession – enabling us to develop our services in line with your evolving needs.

Our expertise is one of the reasons our financial advice is endorsed by The Law Society of England and Wales for:

  • Mortgage protection
  • Income protection
  • Critical illness cover
  • Life assurance
  • Key person insurance
  • Partnership protection

YOUR PERSONAL FINANCES

When it comes to managing your personal finances, we can advise you on:

  • getting on the property ladder, re-mortgaging, or buying a second property
  • protecting your income
  • making your savings and investments work as hard as possible
  • education fees planning
  • retirement and Inheritance Tax planning
  • insuring your car, home, and travel.

YOUR PROFESSIONAL FINANCES

If you’re a partner in your law firm, we understand the ways in which this can affect your personal finances, and can advise you on:

  • personal and employee income protection plans
  • partnership protection planning and key person insurance
  • retiring partners and succession planning
  • partnership equity loans*
  • short-term loans* (for example, for VAT, tax funding or practising certificate costs).

*Commercial & personal lending are provided by Wesleyan Bank Ltd. Wesleyan Financial Services Ltd is a credit broker not a lender.

Website: www.wesleyan.co.uk
Social:

Latest tweets

  • APPRENTICE WANTED: We have an exciting opportunity for an Apprentice to join our award-winning Investments team in… https://t.co/XgVAMv34W8

    Wesleyan - 1 day 22 hours

  • CYBER APPRENTICE: We're looking for an enthusiastic and hard-working individual to join our Cyber team. Interested? Learn more below.

    Wesleyan - 1 day 23 hours

  • One of the reasons for experienced GPs leaving the profession, cited by the BMA and NHS England (January 2019), is… https://t.co/ILQeiELoPa

    Wesleyan - 2 days 4 hours

  • A Primary Care Fellowship Scheme is being created as part of the Contract Reforms. This will offer participants a s… https://t.co/VJ9RjyVTOY

    Wesleyan - 2 days 20 hours

Locations & contacts

Michael Goodwin
Customer relationship manager
michael.goodwin@wesleyan.co.uk
07794 589 014

Head Office
Colmore Circus Queensway
Birmingham
West Midlands
B4 6AR
0345 351 3284