As the chosen provider of financial advice to Members and Fellows of the Royal College of Obstetricians and Gynaecologists (RCOG), we can help you to achieve your financial goals. Our Specialist Financial Advisers from Wesleyan Financial Services work exclusively with doctors. They will help you to make informed choices, for a brighter financial future.
Tailored financial advice for doctors
You may want to:
- Plan for an early retirement
- Find a mortgage that’s right for you
- Save for a once-in-a-lifetime holiday
- Ensure your loved ones are provided for when you’re gone.
Whatever your aspirations, our dedicated team of Specialist Financial Advisers have the hands-on experience needed to truly understand your career and financial journey.
Financial advice, as and when you need it
At Wesleyan Financial Services, we can offer practical financial advice to help you look after you and your family’s financial wellbeing. This includes:
Mortgage advice
Whether you're buying your first home, re-mortgaging, or investing in buy-to-let property, our Specialist Financial Advisers offer expert advice and support every step of the way.
Always remember 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 provides broker and advice services, for which a fee may apply. Product fees may be payable to the lender.
Please note that most buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).
Retirement planning
When you think ahead to your post-work years, how do you imagine your lifestyle? With an in-depth understanding of the factors that could affect your finances, such as the NHS Pension Scheme, McCloud Judgement (age discrimination ruling), partial or early retirement, we can help you to prepare and protect your dream retirement.
Income protection
Having an income protection plan can help provide you and your family with a regular income if you were unable to work due to illness or injury. This can provide peace of mind and financial protection, letting you focus on your recovery, without financial fear.
Savings and investment
We know just how hard doctors work, but is your money working equally as hard for you? Our Specialist Financial Advisers can work with you to understand your long-term savings goals and can advise on plans and investment products that may help you achieve your aspirations.
Please remember the value of investments can go down as well as up and you may get back less than you invest.
Inheritance Tax planning
You’ll likely want to protect your legacy and estate so that it benefits loved ones in the longer term. We can advise on how to reduce the tax burden for those inheriting your estate through the use of trusts and gifts.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Education fees planning
School and university fees can place demands on family finances. Education costs can be a long-term commitment if you want to pay for your child’s education from nursery until they finish university. We can advise you on your finances and help you put a plan in place.
Whether you're buying your first home, re-mortgaging, or investing in buy-to-let property, our Specialist Financial Advisers offer expert advice and support every step of the way.
Always remember 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 provides broker and advice services, for which a fee may apply. Product fees may be payable to the lender.
Please note that most buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).
When you think ahead to your post-work years, how do you imagine your lifestyle? With an in-depth understanding of the factors that could affect your finances, such as the NHS Pension Scheme, McCloud Judgement (age discrimination ruling), partial or early retirement, we can help you to prepare and protect your dream retirement.
Having an income protection plan can help provide you and your family with a regular income if you were unable to work due to illness or injury. This can provide peace of mind and financial protection, letting you focus on your recovery, without financial fear.
We know just how hard doctors work, but is your money working equally as hard for you? Our Specialist Financial Advisers can work with you to understand your long-term savings goals and can advise on plans and investment products that may help you achieve your aspirations.
Please remember the value of investments can go down as well as up and you may get back less than you invest.
You’ll likely want to protect your legacy and estate so that it benefits loved ones in the longer term. We can advise on how to reduce the tax burden for those inheriting your estate through the use of trusts and gifts.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
School and university fees can place demands on family finances. Education costs can be a long-term commitment if you want to pay for your child’s education from nursery until they finish university. We can advise you on your finances and help you put a plan in place.
The Royal College of Obstetricians and Gynaecologists (RCOG) Trading Limited is a limited company whose registered office is situated at 10-18 Union Street, London, England, SE1 1SZ, Telephone: 020 7772 6200. www.rcog.org.uk. The RCOG Trading Limited is an introducer appointed representative of Wesleyan Financial Services Limited.
Book now
To discuss your financial needs in more depth, let us arrange a review with one of our Specialist Financial Advisers, at a time and date when it’s convenient for you – in person, over the phone or online. Simply, fill in a few details and we will be in touch.