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Wesleyan Financial Services

Helping NAHT members make the most of their money

 

We’ve partnered with Wesleyan Financial Services to provide NAHT members and their families with tailored financial advice to help reach their financial goals.

As experts in education, they understand the career journey of a head teacher and the complexities of Teachers’ and Local Government Pension Schemes.

Whether you want to grow your savings, plan for retirement or buy a new home, their Specialist Financial Advisers are here to help.

 

How Wesleyan can help you

  • Retirement planning – Make the most of your pension and plan for the lifestyle you want.
  • Insurance – Tailored cover for home, motor, travel and specialist high-value needs.
  • Education fees planning – Build a strategy to manage school and university costs.
  • Income protection – Safeguard your income if illness or injury keeps you from working.
  • Mortgage advice – Guidance on remortgaging, buying a home or investing in property.
  • Savings and investments – Put your money to work towards your long-term goals.
  • Inheritance tax planning – Protect your estate and reduce the tax burden for loved ones.

 

Plan your future today

A Specialist Financial Adviser from Wesleyan Financial Services will complete a full financial review, taking the time to understand where you are and what you want to achieve to build a financial plan that works for you.

Your first meeting usually lasts around an hour. Charges only apply once you’ve agreed the services you want.

Learn more about charges at Wesleyan.co.uk/charges

 

Request a financial review

 

 

NAHT is a trade union whose registered office is situated at Centenary House, 93-95 Borough High Street, London SE1 1NL. Telephone: 0300 30 30 333, naht.org.uk. NAHT is an introducer appointed representative of Wesleyan Financial Services Limited.
Advice is provided by Wesleyan Financial Services Ltd, which is wholly owned by Wesleyan Assurance Society.
'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. VAT number 487282114.