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Financial planning for RCSEd members

Your exclusive specialist financial partner

As the exclusive financial advice partner to the Royal College of Surgeons of Edinburgh, Wesleyan Financial Services is here to help doctors and dentists take control of their financial future. Whether you’re in theatre, in clinic, building a practice, or planning your next chapter, you deserve guidance shaped around your career and goals.

Financial advice designed around your career

Because your priorities evolve as your career does, we’re here for the long term. Your dedicated Specialist Financial Adviser can support you with tailored advice on:

Retirement planning

Dreaming about what life looks like after the operating list? From navigating the NHS Pension Scheme and managing allowances to long-term planning, we’ll help you prepare for the retirement you want and have earned after a career of helping others.

Savings and investments

Whether you’re building a safety net or investing for the future, we’ll help you understand your options and find plans that match your aspirations, maximise tax efficiency and balance your risk appetite.

Investments can go down as well as up and you may get back less than you invest.

Income protection

If illness or injury stops you working, how secure is your income? We can help you put a plan in place so you stay financially stable while you focus on getting better.

Wesleyan Financial Services Limited is a broker, and its insurance products are provided by a number of selected insurers.

Business & practice planning

Running a practice? Let’s keep it protected. From business expenses and locum cover to partnership protection and key person insurance, we’ll help you safeguard your business and your people.

Mortgage support

Buying your first home, moving up the ladder, or exploring buy-to-let? Our mortgage specialists understand medical and dental careers and can help you secure the right deal.

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.

Dreaming about what life looks like after the operating list? From navigating the NHS Pension Scheme and managing allowances to long-term planning, we’ll help you prepare for the retirement you want and have earned after a career of helping others.

Whether you’re building a safety net or investing for the future, we’ll help you understand your options and find plans that match your aspirations, maximise tax efficiency and balance your risk appetite.

Investments can go down as well as up and you may get back less than you invest.

If illness or injury stops you working, how secure is your income? We can help you put a plan in place so you stay financially stable while you focus on getting better.

Wesleyan Financial Services Limited is a broker, and its insurance products are provided by a number of selected insurers.

Running a practice? Let’s keep it protected. From business expenses and locum cover to partnership protection and key person insurance, we’ll help you safeguard your business and your people.

Buying your first home, moving up the ladder, or exploring buy-to-let? Our mortgage specialists understand medical and dental careers and can help you secure the right deal.

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.

Young male dentist smiling

Let’s talk about what matters to you

Whatever stage you’re at - training, established practice, senior consultant or approaching retirement - your Specialist Financial Adviser can help you plan, protect and achieve your financial goals, both short term and long term.

Free-to-access benefits for RCSEd members

The Retirement Club – built for your future

Join an exclusive online community designed to help doctors and dentists prepare for life beyond medicine or dentistry. Expect expert guidance, clear insights and support at every milestone.

Team 'Lunch and Learn' sessions

Short on time? Request a bite-sized session tailored for busy clinicians, covering the financial topics that matter most. We'll pay for lunch. Prefer something social? We also help regional RCSEd offices host curry nights for a more relaxed way for members to learn how to get their finances in shape.

Topical & tailored webinars

Access member-only webinars that simplify complex subjects, such as tax changes and pension updates, into jargon-free insights. Selected sessions also qualify for verifiable CPD.

Specialist podcasts with expert guests

Stay informed on the go with exclusive podcasts featuring industry experts. They'll explore key financial topics, career milestones, and the issues that matter most to medical and dental professionals.

Book your free initial discussion

This first call helps you understand what financial support you may need, with no strings attached. You can then book a full financial review with your local Specialist Financial Adviser. Any subsequent charges will be agreed up front.

© 2025 - The Royal College of Surgeons of Edinburgh - Registered Charity No. SC005317. Company number RC000466.

The Royal College of Surgeons of Edinburgh (RCSEd) is a Royal Charter company (company number RC000466) whose registered office is situated at Nicolson St, Edinburgh, EH8 9DW. Telephone: +44 (0)131 527 1600. Email: mail@rcsed.ac.uk. Website: www.rcsed.ac.uk. The RCSEd is an introducer appointed representative of Wesleyan Financial Services Limited.

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Just complete the form below and we'll be in touch to arrange your appointment.
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