Trusted by doctors
96% of doctors agree their Specialist Financial Adviser demonstrates knowledge of their profession
96% of doctors rated their Specialist Financial Adviser as very good or excellent
96% of doctors agree that Wesleyan Financial Services makes them feel valued as a customer
Your profession. Our speciality.
"Fast-paced medical careers need advice that keeps up. We break down complicated matters to help you build a resilient financial plan. Talk to us about NHS pension rules, taxation, managing multiple income streams and more."
Alec Collie, Head of Medical at Wesleyan Financial Services
Discover our advice
Our Specialist Financial Advisers work exclusively with medics and their families. From their focused training to years in the field, they've built a deep understanding of the complexities of doctors' finances. It's why thousands of doctors trust us every year to manage their finances.
Retirement
It’s never too early to plan for your life after medicine. We can build a personalised income plan to fund your retirement, with guidance on:
- Ways to invest your pension lump sum
- Flexible and early retirement options
- Retirement planning alongside a partner
- Preparing an exit strategy for leaving your GP practice
- Understanding the annual allowance
- Lump Sum Allowances (LSA) and Lump Sum Death Benefit Allowances (LSDBA)
Estate planning
Worried about inheritance tax eating into your estate? We can help you leave more to those you love.
We'll help you get your affairs in order, making sure your assets are passed on in line with your wishes when you die – whether it’s your property, investments or savings.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Protection
You've worked hard to create a life for you and your family. Are you protecting it the best you can?
We can make sure you're covered against whatever life throws your way. Whether something happens to you, like being diagnosed with a critical illness – or to your business, like the unexpected death of a practice partner.
We'll help you find protection for your income, mortgage, practice and more.
Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.
Mortgages
Securing a mortgage as a doctor can present its own challenges, which is why it’s important to choose a lender that truly understands your sector.
From short-term contracts to complex incomes, our Specialist Mortgage and Protection Advisers are on hand to give expert advice tailored to the medical profession.
And if you’re looking to buy into your first practice, we can help you secure the business funding you need to reach your goals too.
Always remember your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage. Please note that the Financial Conduct Authority (FCA) does not regulate commercial mortgages.
Investments
Saving for retirement? Seeking strategies for your pension lump sum? Whatever your financial aims, you can get expert investment advice to match.
Insurance
Running a practice? We can help you insure it. Our medical insurance consultants can find you:
- Cyber insurance
- GP surgery insurance
- Partnership protection insurance
- Locum cover for doctors and key staff
- Medical malpractice insurance
- Management liability insurance
Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.
It’s never too early to plan for your life after medicine. We can build a personalised income plan to fund your retirement, with guidance on:
- Ways to invest your pension lump sum
- Flexible and early retirement options
- Retirement planning alongside a partner
- Preparing an exit strategy for leaving your GP practice
- Understanding the annual allowance
- Lump Sum Allowances (LSA) and Lump Sum Death Benefit Allowances (LSDBA)
Worried about inheritance tax eating into your estate? We can help you leave more to those you love.
We'll help you get your affairs in order, making sure your assets are passed on in line with your wishes when you die – whether it’s your property, investments or savings.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
You've worked hard to create a life for you and your family. Are you protecting it the best you can?
We can make sure you're covered against whatever life throws your way. Whether something happens to you, like being diagnosed with a critical illness – or to your business, like the unexpected death of a practice partner.
We'll help you find protection for your income, mortgage, practice and more.
Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.
Securing a mortgage as a doctor can present its own challenges, which is why it’s important to choose a lender that truly understands your sector.
From short-term contracts to complex incomes, our Specialist Mortgage and Protection Advisers are on hand to give expert advice tailored to the medical profession.
And if you’re looking to buy into your first practice, we can help you secure the business funding you need to reach your goals too.
Always remember your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage. Please note that the Financial Conduct Authority (FCA) does not regulate commercial mortgages.
Saving for retirement? Seeking strategies for your pension lump sum? Whatever your financial aims, you can get expert investment advice to match.
Running a practice? We can help you insure it. Our medical insurance consultants can find you:
- Cyber insurance
- GP surgery insurance
- Partnership protection insurance
- Locum cover for doctors and key staff
- Medical malpractice insurance
- Management liability insurance
Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.
What our customers say
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Looking after 14 GPs
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Spot on advice
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. Advice charges may apply.
If it's between 9am and 7pm, Monday to Friday, expect a call back within 5 minutes - otherwise we'll be in touch in the next working day.