Taking care of doctors’ financial needs
At Wesleyan Financial Services, we specialise in providing expert financial advice tailored to those in the medical profession.
We understand that your busy schedule and heavy workload can sometimes get in the way of your financial planning. That’s why our team of Specialist Financial Advisers are here to support hospital doctors and GPs with everything from NHS pension guidance to protecting your business.
Here for you throughout your medical career…
The early years
Whether you’re still studying or newly qualified, our Next Step programme from Wesleyan Assurance Society can support you at each stage of your medical career.
Mid-career
As your medical career progresses, we can help you look after the lifestyle you’ve created – while supporting big decisions for your family’s future.
Retirement
Time to hang up your stethoscope for good? We can help you plan for the retirement you deserve, whether you’re a hospital doctor or GP.
What we offer…
Financial advice
Whatever stage you’re at in your career, get one-to-one advice from Specialist Financial Advisers who understand the medical profession.
Savings & investments
Reach your financial goals with our options for saving and investing – from buying your first home to investing for your retirement.
Get retirement advice
Whether retirement is a few years away or your post-work years are fast approaching, we can help you plan for life after medicine.
Mortgages
Wesleyan Financial Services specialise in providing mortgage advice tailored to hospital doctors and GPs. Let us find the right deal for you today.
Protection
At Wesleyan Financial Services, we’re here to find the right protection from our selected panel of providers – for your income, mortgage, surgery and more.
Insurance for GPs
From loss of income to hiring locums, protect the financial future of your GP practice with insurance solutions from Wesleyan Financial Services.
Whatever stage you’re at in your career, get one-to-one advice from Specialist Financial Advisers who understand the medical profession.
Reach your financial goals with our options for saving and investing – from buying your first home to investing for your retirement.
Whether retirement is a few years away or your post-work years are fast approaching, we can help you plan for life after medicine.
Wesleyan Financial Services specialise in providing mortgage advice tailored to hospital doctors and GPs. Let us find the right deal for you today.
At Wesleyan Financial Services, we’re here to find the right protection from our selected panel of providers – for your income, mortgage, surgery and more.
From loss of income to hiring locums, protect the financial future of your GP practice with insurance solutions from Wesleyan Financial Services.
Business advice for doctors
Whether you’re a GP responsible for running a practice or a doctor operating a limited company for your private work, we can help you create a robust financial strategy to keep your business in good health.
At Wesleyan Financial Services, our Specialist Financial Advisers are on hand to offer expert advice in the following areas:
- Providing the right financial advice for your business
- Protecting your business against a number of unexpected risks
- Making the most of your limited company status
- Securing business funding to meet your practice needs
- Creating an exit strategy with succession planning in mind
You might also be interested in…
NHS Pension Scheme guide
This guide takes a detailed look at how membership of the NHS Pension Scheme works – and what it might mean for your future retirement plans.
Practice Protector Plus
Locum insurance through Wesleyan’s Practice Protector Plus plan pays for replacement doctors and specialist nurses when you need them most.
Webinars for medical professionals
Look after your financial health with our range of live and on-demand webinars tailored to the needs of GPs, hospital doctors and other medical professions.
ADVICE
Estate planning for medics
Leave more to those you love with our estate planning advice tailored to medics. We can help you work out the value of your estate, set up a trust and more.
PCNs
Primary Care Networks
See how we can help you with everything from budgeting and financial planning to finding the right insurance for your practices.
GUIDES
Guide to pensions for limited company directors
Here we discuss what you need to know about pensions as a company director - from how to make contributions to potential tax benefits.
GUIDE
Incorporating a GP practice
Are you thinking about incorporating your GP practice? We've put together some considerations to help you decide if it's the next step for your medical business.
Wesleyan Financial Services partners with…
The RCGP, RCOG and FMLM are introducer appointed representatives of Wesleyan Financial Services Limited.
Specialist advice
Specialist Financial Advisers from Wesleyan Financial Services understand the medical profession
Award-winning
Wesleyan Assurance Society won Investment Team of the Year (Re/insurer) at the Insurance Asset Risk Awards 2023
Our heritage
Since 1841, the Wesleyan Assurance Society has been helping people reach their financial goals
All about you
As a mutual, customers are at the heart of everything the Wesleyan Assurance Society does