Dedicated to the dental profession, Specialist Financial Advisers from Wesleyan Financial Services can help you make the most of your money.
- Build a financial plan aligned to your goals
- Get advice on your mortgage, insurance and investment options
- Get expert guidance on your retirement and NHS pension planning
- Create a robust business strategy for your dental practice
On this page
Support at every stage of life's journey
Our advice
Retirement planning
Understanding your pension options can prepare you for a comfortable life when it’s time to say goodbye to dentistry.
Our Specialist Financial Advisers can help you create a plan for your retirement, with guidance on:
- The tapered annual allowance
- Your NHS pension lump sum
- Replacing NHS benefits when moving to private dentistry
- The process of selling your practice and maximising your income
- Retire and return
- Flexible and early retirement
Learn more about our specialist pension and retirement advice for dentists.
Protection advice
We understand how hard you've worked to create a life for you and your family - but are you protecting it as best you can?
Whether it's being diagnosed with a critical illness or losing one of your key employees, it's important to make sure you're covered against whatever life throws your way.
At Wesleyan Financial Services, we can help you protect your income, mortgage, dental practice and more.
Mortgage advice
Looking to buy a home or a dental practice? We’ll take the stress out of finding a mortgage or practice acquisition loan.
We know that applying for a mortgage as a dentist can be difficult. That’s why at Wesleyan Financial Services, our Specialist Mortgage Advisers will work with you to understand your career progression, sick pay entitlements and long-term earning potential – to improve your chances of a successful application.
As your mortgage is secured on your home, your home may be repossessed if you don’t keep up repayments on your mortgage. Please note that the Financial Conduct Authority does not regulate commercial mortgages.
Investment advice
Whatever your short or long-term financial goals, investment advice from Wesleyan Financial Services can help you get there quicker. From Wesleyan’s With Profit ISA to the Capital Investment Bond, get expert advice on a range of investment products.
The value of investments and any income can go down as well as up and you may get back less than you invest.
Understanding your pension options can prepare you for a comfortable life when it’s time to say goodbye to dentistry.
Our Specialist Financial Advisers can help you create a plan for your retirement, with guidance on:
- The tapered annual allowance
- Your NHS pension lump sum
- Replacing NHS benefits when moving to private dentistry
- The process of selling your practice and maximising your income
- Retire and return
- Flexible and early retirement
Learn more about our specialist pension and retirement advice for dentists.
We understand how hard you've worked to create a life for you and your family - but are you protecting it as best you can?
Whether it's being diagnosed with a critical illness or losing one of your key employees, it's important to make sure you're covered against whatever life throws your way.
At Wesleyan Financial Services, we can help you protect your income, mortgage, dental practice and more.
Looking to buy a home or a dental practice? We’ll take the stress out of finding a mortgage or practice acquisition loan.
We know that applying for a mortgage as a dentist can be difficult. That’s why at Wesleyan Financial Services, our Specialist Mortgage Advisers will work with you to understand your career progression, sick pay entitlements and long-term earning potential – to improve your chances of a successful application.
As your mortgage is secured on your home, your home may be repossessed if you don’t keep up repayments on your mortgage. Please note that the Financial Conduct Authority does not regulate commercial mortgages.
Whatever your short or long-term financial goals, investment advice from Wesleyan Financial Services can help you get there quicker. From Wesleyan’s With Profit ISA to the Capital Investment Bond, get expert advice on a range of investment products.
The value of investments and any income can go down as well as up and you may get back less than you invest.
Business advice for dentists
Whether you're an NHS dentist or you've moved into private practice, transitioning from healthcare provider to business owner can be challenging. At Wesleyan Financial Services, our Specialist Financial Advisers are on hand to help you navigate the complexities of practice ownership, offering financial expertise in the following areas:
- Finding the right financial advice for your business
- Protecting your business against a number of unexpected risks
- The process of buying or selling a dental practice
- Reviewing your associate dentist contract
How our advice works
With a long-standing heritage of providing financial guidance to dental professionals, we can offer expert advice to help you make the most of your money.
We’ll pair you with a Specialist Financial Adviser that can review your current situation and attitude to risk, completing all of the behind-the-scenes research and paperwork to make putting your plans into action pain-free.
Tailoring our meetings to your individual needs, wants and goals, you can meet us online via video call at a time to suit you.
Our advice in action
What our customers say
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Financial advice from Wesleyan Financial Services
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Great financial review
Webinars for dentists
As well as getting personalised one-to-one advice, you can also watch our free webinars for dentists – specifically designed to cover the key financial issues for those working in dentistry.
Frequently asked questions
To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances. This can help to give your Specialist Financial Adviser an understanding of your assets and liabilities.
You may also be asked to complete a Financial Outline. This enables your Adviser to tailor your appointment to you, your circumstances and your future goals. If you don't complete it beforehand, you’ll need to do so as part of your appointment.
Wesleyan Financial Services partners with…
Practice Plan, DPAS and Medenta are introducer appointed representatives of Wesleyan Financial Services Limited.