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Talk to a Specialist Financial Adviser who understands the medical profession. 0808 149 9416
0808 149 9416
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Financial advice for doctors

Tailored financial guidance for your career - from treating patients to treating yourself

For your financial future

At Wesleyan Financial Services, we specialise in financial advice tailored to the nation’s key professions. We understand that your busy schedule and hectic workload can often 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 savings and investments to planning your retirement.

As doctors’ finances can be complex, speaking to a professional can help you avoid unnecessary taxes and make the most out of your money.

Why Wesleyan Financial Services?

We have dedicated, Specialist Financial Advisers exclusively for those in the medical profession. We’ll help you save money for your loved ones, protect your income for unexpected time off due to illness or injury, and make the most of the NHS Pension Scheme.

We’re an Exclusive Financial Advice Provider of the RCGP (Royal College of General Practitioners). And we have the expertise to help you plan for your financial future. We also have a long-standing heritage of advising on a range of financial products and services suited for medical professionals.

How we can help

When you’re ready to discuss your financial planning, why not meet with a Specialist Financial Adviser from Wesleyan Financial Services?

We know your financial situation is unique to you. That’s why we tailor our meetings for your individual needs, wants, and goals. Whether you’re a hospital doctor for the NHS, a self-employed locum or a private GP in your own practice, we’ll pair you with a Specialist Financial Adviser that understands your career path.

A meeting with a Specialist Financial Adviser can help you:

  • Create a plan to help you reach your financial goals
  • Plan for your retirement
  • Get started with investments
  • Protect your income for absence due to illness or injury
  • Get insurance for your home, motor and travel plans
  • Understand the complexities of the NHS Pension Scheme
  • Find the right mortgage for you

Support for your surgery

If you’re already running your own medical practice, Specialist Financial Advisers from Wesleyan Financial Services can also support you on a range of business protection issues. 

You can talk to us about things like protecting the practice against some of the costs of losing a key person, protecting practice loans or insuring to provide funds for efficient succession planning. We can also help you with life cover for employees.

Pension advice

Time to hang up your scrubs? We can help you plan for your retirement, whether you’re an NHS worker or own your own practice.

Get advice on:

  • The tapered annual allowance
  • Your NHS pension lump sum
  • Flexible and early retirement
  • Inheritance tax planning

Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.

Protection advice

Safeguard your income from illness or injury, with the Personal Income Protection Plan from Wesleyan Assurance Society. 

The plan is also suitable for medical students and newly qualified doctors, as there’s no plan cost throughout your final year of study. The benefits are tailored to fit around the NHS sick pay scheme, so your benefits begin when your sick pay ends.

Mortgage advice

Getting accepted for a mortgage can be tricky when lenders don’t understand the short-term nature of your training contracts. We can find you a lender that considers your long-term earning potential when assessing your application.

As your mortgage is secured on your home, your home may be repossessed if you don’t keep up repayments on your mortgage.

Investment advice

Make the most of your money with our advice on a range of investment options. Grow your wealth for short-term goals or create a reserve for the long-term. We’re committed to helping you secure your financial future in the most tax-efficient way.

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

Talk to a specialist

When you meet with a Specialist Financial Adviser from Wesleyan Financial Services, you'll be speaking to a dedicated adviser for the medical profession. As your Specialist Financial Adviser only works with GPs or hospital doctors, they truly understand your profession.

We can offer advice on pension benefits, investment planning and more. We tailor our appointments to your specific needs and goals, from the first meeting and throughout your lifetime.

Though there’s no one-size-fits-all approach to financial planning. Your Specialist Financial Adviser will:

  • Take the time to understand your current situation, financial goals, and attitude to risk
  • Analyse your financial situation. They’ll appraise your income and outgoings and your current and future needs
  • Help you understand your financial options, selected to suit your needs and goals
  • Do the research, paperwork, and behind-the-scenes workings. They’ll make putting your plans into action pain-free
  • Create a unique and detailed financial plan. To help you prioritise and develop for the future.

We understand how busy you are, with long working hours and being on call. That's why we can meet you via video call or at your home when it best suits you.

Frequently asked questions

  • Is the advice free?
    The meeting itself is on a no obligation basis. If you do choose to take out a Wesleyan financial product as a result, there’ll be an initial advice fee and often ongoing management charges to pay. While our Specialist Financial Advisers will often make recommendations, there’s no obligation to take out any Wesleyan products or services.
  • What should I prepare ahead of the meeting?
    Make the most of your time by gathering any information or documents relating to your finances.
  • How long does the meeting last?
    An initial meeting with a Specialist Financial Adviser will typically last around one hour. However, this does depend on the complexity of your circumstances.
  • How soon will I be able to get a meeting?
    You won’t have to wait long at all. Contact us today and we should be able to get you an appointment with a Specialist Financial Adviser within the next ten days.