Female doctor

Specialist financial planning for GPs in Wales

Advice led by your needs
Get financial advice

Specialist Financial Advisers from Wesleyan Financial Services work in partnership with GPs, their families and their practices across Wales. We can help you to achieve your life’s ambitions - personal and business.

Male doctor

Tailored advice for GPs in Wales

When it comes to the things that matter most, specialist financial advice can make all the difference.

Whether nurturing your wealth, or making sure your lifestyle and GP practice are properly protected, we can support you throughout your career and beyond.

We have been the exclusive financial advice provider to the RCGP and its members since 2020, and have an in-depth understanding of the opportunities and challenges that are facing today’s GPs.

A lifetime of financial planning support

No matter where you are in your career, we are here to help. All advice will be tailored to your specific needs and can include:

    •

    Savings & investments

    Helping you to understand your options, allowing you to make informed choices that align to your goals, immediate and future. Whether you’re an established investor, or looking to get started, we are here to help.

    Please remember, the value of investments can go down as well as up and you may get back less than you invest.

    Getting the most out of your GP practice

    Reviewing your existing cover to check whether your GP practice is properly protected. We can advise on coverage gaps you may not have considered and make sure, through commercial investments, your privately earned income works as hard as you.

    Retirement planning for a brighter financial future

    From succession planning and formalising your exit strategy to making sure you’ll be able to fund the things you enjoy in retirement, we can help you to make considered decisions at every step.

    Protecting you & your lifestyle

    Life can throw a lot of 'what if?' scenarios your way, so let’s make sure you’re properly protected. From your home and travels to critical illness cover and income protection, we’ll secure the right levels of cover, so you can have financial peace of mind if the unexpected happens.

    Mortgage advice for you & your family

    From purchasing your first home, to investing in buy-to-let properties, we will consult a leading panel of lenders to find the right deal for your circumstances. Once your mortgage is secured, we will remain on hand throughout.

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

    Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.

    Helping you to understand your options, allowing you to make informed choices that align to your goals, immediate and future. Whether you’re an established investor, or looking to get started, we are here to help.

    Please remember, the value of investments can go down as well as up and you may get back less than you invest.

    Reviewing your existing cover to check whether your GP practice is properly protected. We can advise on coverage gaps you may not have considered and make sure, through commercial investments, your privately earned income works as hard as you.
    From succession planning and formalising your exit strategy to making sure you’ll be able to fund the things you enjoy in retirement, we can help you to make considered decisions at every step.
    Life can throw a lot of 'what if?' scenarios your way, so let’s make sure you’re properly protected. From your home and travels to critical illness cover and income protection, we’ll secure the right levels of cover, so you can have financial peace of mind if the unexpected happens.
    From purchasing your first home, to investing in buy-to-let properties, we will consult a leading panel of lenders to find the right deal for your circumstances. Once your mortgage is secured, we will remain on hand throughout.

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

    Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.

    What our customers say...

    • Quote

      Mortgage advice

      I highly recommend using Wesleyan. I had a complicated mortgage application situation, as I had just relocated and started working as a GP with a short contract. My adviser was absolutely brilliant. From their initial advice to mortgage application and pushing the whole process through. I wouldn’t hesitate to contact him again in the future. Wesleyan is a great resource for doctors, especially when contracts etc. can make things more complicated.
      by Dr Rebecca Martin

    Ready to get planning?

    To get specialist financial advice, please fill out this short form and we’ll be in touch to arrange your no-obligation financial review.
    Get financial advice
    The Royal College of General Practitioners (RCGP) is a professional body whose registered office is situated at 30 Euston Square, London NW1 2FB, Telephone: 020 3188 7400, www.rcgp.org.uk. The RCGP is an introducer appointed representative of Wesleyan Financial Services Limited.

    Book now

    Let us arrange for you to speak to a Specialist Financial Adviser from Wesleyan Financial Services at a time convenient for you - in person, over the phone or online. Simply fill in a few details and we'll be in touch.

    Best time to call you
    All our calls are made during opening hours, between 8:30am and 8pm. Whichever time of day you have selected, we won't contact you outside of these times.

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