About Wesleyan
Wesleyan is a Financial Services company based in Birmingham (United Kingdom) founded in 1841. Financial advice and services are provided by Wesleyan for professionals. It operates on a Professional Services and Commission-Based model. Wesleyan has completed 3 acquisitions, including DPAS, Hampshire Trust Bank (HTB) and Practice Plan. Its website wesleyan.co.uk draws about 90 thousand monthly visits. Wesleyan offers products and services including Financial Advice, Stocks & Shares ISA, Pensions & Retirement Planning, Mortgages, and Insurance. Its focus areas include Financials, Insurance, Life & Health Insurance and Diversified Financials. Its legal entity is Wesleyan Assurance Society.
Company details
Specialist financial advice is offered by Wesleyan to doctors, dentists, and education professionals. Services are tailored to individual needs across sectors like healthcare and education. Solutions include investments, pensions, mortgages, and insurance products. Support is extended through personalized planning for retirement, estate management, and business funding. A focus is placed on creating brighter financial futures for trusted professions with expert guidance from dedicated advisers.
- Latest Funding Round$17.05M (USD), Debt – Conventional
Jun 2019
- Investors
- Investments & AcquisitionsDPAS
& 2 more
Products & Services of Wesleyan
Wesleyan offers a comprehensive portfolio of products and services, including Financial Advice, Stocks & Shares ISA, Pensions & Retirement Planning, Mortgages, and Insurance.
Tailored financial advice is provided for specific professions.
Investment in ISAs is offered with minimal contributions.
Retirement planning services are provided with expert guidance.
Mortgage solutions are tailored for various property needs.
Various insurance products are offered for personal protection.
Apps and channels of Wesleyan
its YouTube channel Wesleyan has 409 subscribers and 30 videos.
Videos from Wesleyan
The most watched videos on Wesleyan's YouTube channel, Wesleyan (409 subscribers). Click a video to play it here.
More on Wesleyan.
Funding Insights of Wesleyan
- Total Rounds 2
- Last Round Debt – Conventional — $17.05M
- First Round $25.51M
(Aug 2018)
- Investors Count 1
All 2 funding rounds of Wesleyan with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2019 | $17.05M | Debt – Conventional | – | – | |
| Aug 2018 | $25.51M | Debt – Conventional | – | – |
1 investors in total: 1 institutional.
Investors in Wesleyan
Wesleyan has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include DND Finance.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Equipment financing is provided to businesses by DND Finance. | 2000 | dndf.business | London, United Kingdom |
Investor details for Wesleyan
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Wesleyan
115 people are tracked at Wesleyan (22 in leadership, 8 in board & advisors, 85 in team).
| Name | Role | Group |
|---|---|---|
David Stewart | Chief Operating Officer | Leadership |
Mario Mazzocchi | Group Chief Executive | Leadership |
Martin Lawrence | Director of Investments | Leadership |
Jon Welsh | Chief Risk Officer | Leadership |
Lisa Perkins | Director of HR | Leadership |
Sarah Hale | Head Of Customer Outcomes And CPCO Office | Leadership |
Nick Meikle | Director Of Technology | Leadership |
James Needham | Chief Actuary | Leadership |
Sarah Deacon | Resourcing Business Partner | Leadership |
Alison Parker | EA To Customer Operations Director & Director Of Investments | Leadership |
Clare Batchelor Dippfs | Head Of Remote Advice | Leadership |
Suky Dehal | Head Of Enterprise Risk | Leadership |
Kristy Rowlett Fcipd | Head Of People Development | Leadership |
Helen Fisher | HR Business Partner | Leadership |
Lauren Carroll | Head Of People Services | Leadership |
Lynn Rogers | Head Of Resilience And Oversight | Leadership |
Sally Shiels | L&d Business Partner | Leadership |
Afzal Jagot | Head Of Technology Strategy / CIO | Leadership |
Lynn Pope | Head Of Data And Analytics At Wesleyan | Leadership |
Mick Gartside | Head Of Operations | Leadership |
95 more people are available in the full profile.
Complete people profiles for Wesleyan
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Wesleyan
Wesleyan has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include DPAS, Hampshire Trust Bank (HTB) and Practice Plan.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Industrial gas cutting, welding, and positioning equipment is manufactured. | dpas.co.uk | 1996 | Aug 2015 | •••• | ||
Hampshire Trust Bank is recognized as a specialist bank focused on savings and finance solutions. | syscap.com | London, United Kingdom | 1990 | Feb 2015 | •••• | |
Practice-branded patient membership plans are provided for healthcare practices. | practiceplan.co.uk | Oswestry, United Kingdom | 1995 | Aug 2013 | •••• |
Complete acquisition details for Wesleyan
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Wesleyan
6 dated milestones of Wesleyan across 178 years, from founding to its latest funding, stage changes and deals.
- Founded Wesleyan is founded.
- Acquisition Acquires Practice Plan.
- Acquisition Acquires Hampshire Trust Bank (HTB).
- Acquisition Acquires DPAS.
- Funding First funding round of $25.5M.
- Funding Latest funding round, Debt – Conventional, of $17.0M.
Web traffic of Wesleyan
The website of Wesleyan (wesleyan.co.uk) receives about 90.4K visits a month and ranks #460,827 among all websites worldwide, #5,699 in Financial Planning and Management.
- Monthly visits90.4K
▲ 23.4% vs previous month
- Unique visitors35.4K
per month
- Global rank#460,827
among all websites
- Category rank#5,699
Finance · Financial Planning and Management
- Bounce rate46%
- Pages per visit2.4
- Average visit1 min 16 sec
- DevicesDesktop 35% · Mobile 65%
Websites whose visitors overlap most with Wesleyan. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| scottishwidows.co.uk | 100% | 1.1M | #38,391 | View details | |
scottishlife.co.uk | scottishlife.co.uk | 90% | – | ||
| moneysavingexpert.com | 87% | 20.7M | #3,243 | View details | |
| hl.co.uk | 84% | 6.9M | #7,103 | View details | |
| legalandgeneral.com | 83% | 1.4M | #58,979 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Wesleyan
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Insurance & Risk Management
2 companies that operate in the same segment as Wesleyan (Insurance & Risk Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Vehicle parts and accessories are sold via an online platform. | 1897 | Walsall, West Midlands, United Kingdom | USD 20.37 M | |||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Wesleyan
Complete news archive for Wesleyan
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- Full article archive
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Wesleyan
Wesleyan was founded in 1841 and raised its 1st funding round 177 years after it was founded.
Wesleyan is headquartered in Birmingham, United Kingdom. It is registered at Birmingham, England, United Kingdom.
Specialist financial advice is offered by Wesleyan to doctors, dentists, and education professionals. Services are tailored to individual needs across sectors like healthcare and education. Solutions include investments, pensions, mortgages, and insurance products. Support is extended through personalized planning for retirement, estate management, and business funding. A focus is placed on creating brighter financial futures for trusted professions with expert guidance from dedicated advisers.
Wesleyan offers Financial Advice, Stocks & Shares ISA, Pensions & Retirement Planning, Mortgages, and Insurance.
Wesleyan has made 3 acquisitions, including DPAS, Hampshire Trust Bank (HTB), and Practice Plan.
Wesleyan has 1 investor. Key investors include DND Finance.
Wesleyan operates through Wesleyan Assurance Society.