At Wesleyan Financial Services, we provide tailored financial planning for dentists, whether you are newly qualified, well established in your career or retired.

A lifetime of financial planning and support

You're likely to need various financial products throughout your career and your life.
We know there is a lot to consider when planning your finances, and that it might feel difficult to find advice based on your specific needs.

Specialist Financial Advisers from Wesleyan Financial Services understand your profession and specialise in providing financial advice to dental professionals, and can help you make the right decision about the best products for you.

They are here to help and advise at every stage of your professional life.

How we can help you build your financial future

  • Retirement planning: Let us do the hard work and help you to maximise your income for the years ahead while you pursue your aspirations for life after your career.
  • Income protection planning: Tailored to meet you personal needs, a Wesleyan Assurance Society Personal Income Protection Plan can provide regular monthly payments if you are unable to work due to an illness or injury which leads to a loss of earning.
  • Mortgages*: Fee-free assistance throughout the mortgage application process. Our financial advisers are specialist in dentists' mortgages and can provide access to exclusive mortgage lender offers.
  • Investments and savings: Advice and guidance on investments and savings to help you reach your personal financial goals.
  • Inheritance tax planning: We provide Inheritance Tax planning advice and can help you understand the complexities of the Inheritance Tax Threshold.

In the short video below, we explore how your Specialist Financial Adviser can help you prepare for, achieve and protect your desired financial future.

Is your money working as hard as you are?

Let us help you understand your finances. We can arrange for you to speak to a Specialist Financial Adviser at a time and date convenient for you  - over the phone or online. Simply fill in a few details and we will be in touch.

* Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

* Wesleyan Financial Services will be paid a fee by the mortgage lender upon completion of the loan.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts