Thinking ahead to your retirement, what would you like to achieve? As experts in doctors’ careers and financial planning needs, our Specialist Financial Advisers from Wesleyan Financial Services can help you to secure the retirement you deserve.
Plan for a brighter financial future
From identifying your goals to achieving your post-work aspirations, we’ll aim to make sure you can lead your ideal retirement lifestyle.
Once a financial plan is in motion, your Specialist Financial Adviser will remain on hand to offer expert retirement planning guidance and ongoing support at every stage of your career and beyond.
So, whether you’re looking to get started with your retirement plans or check whether you’ll have enough to enable your post-work goals, your local Specialist Financial Adviser is here to help.
What’s important to you?
Your Specialist Financial Adviser will work to understand the things that matter most to you and your loved ones. From this, they’ll help you to make informed decisions aligned to what you’d like to achieve, including:
- Understanding how to make the most of your pension benefits
- Knowing how much money you’ll need to fund your dream retirement
- Taking phased or early retirement options
- Achieving financial freedom for you and your family
- Formalising your inheritance wishes through estate planning
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
What our customers say
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Helped us plan for retirement
The value of investments and any income can go down as well as up, which means that you may get back less than you invest.
Are you aware of our Retirement Club?
To support you throughout your retirement journey, we’ve created the Retirement Club. It’s for medical professionals, built on our specialist knowledge of the NHS Pension Scheme and retirement planning.
As a member, you’ll get access to expert insights and online support to help you make better decisions about your future. You’ll also receive regular communications to help keep you up to date on all things retirement.
Book now
Fill out the form below and we'll contact you to arrange your appointment with a Specialist Financial Adviser from Wesleyan Financial Services.