At Wesleyan Financial Services, we have Specialist Financial Advisers dedicated to those in the medical profession.
- Build a financial plan aligned to your goals
- Get expert guidance on your retirement and NHS pension planning
- Get advice on your mortgage, insurance and investment options
- Create a robust financial strategy for your medical business or limited company
On this page
Expert financial advice tailored to the medical profession
At Wesleyan Financial Services, we understand that your busy schedule and hectic workload can often get in the way of your financial planning. This is where our team of Specialist Financial Advisers can help, supporting you to reach your long-term goals.
As a trusted partner to both the Royal College of Obstetricians and Gynaecologists (RCOG) and the Faculty of Medical Leadership and Management (FMLM), 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 to medical professionals.
What our customers say…
94% of customers agree their Specialist Financial Adviser demonstrates knowledge of their profession
92% of GPs rated their Specialist Financial Adviser as very good or excellent
92% of hospital doctors rated their Specialist Financial Adviser as very good or excellent
Ways we can help
Retirement planning
Time to hang up your scrubs? We can help you plan for your retirement, whether you’re an NHS worker or the owner of a limited company.
Our Specialist Financial Advisers can provide guidance on:
- The tapered annual allowance
- Your NHS pension lump sum
- Flexible and early retirement
- Lump Sum Allowances (LSA) and Lump Sum and Death Benefit Allowances (LSDBA)
Learn more about our specialist pension and retirement advice for doctors.
Estate planning and inheritance tax advice
Although it isn’t nice to think about, getting your affairs in order for when you pass away can bring real peace of mind as you get older.
At Wesleyan Financial Services, we have a team of Specialist Financial Planners dedicated to the medical profession.
Skilled in helping doctors navigate intricate financial matters, they’re on hand to make sure that all the things you own – whether it’s property, savings or investments – are passed on tax-efficiently and in line with your wishes when you die.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Protection advice
From protecting your income to protecting your family finances, we can help you find the right cover from our selected panel of providers.
Discover a range of flexible plans designed to suit your lifestyle and secure the right level of cover for your family's finances.
For example, Wesleyan’s personal income protection plan is designed to dovetail with your NHS sick pay. It provides a regular monthly income if you’re off work due to illness, injury or accident.
Mortgage advice
At Wesleyan Financial Services, we know that applying for a mortgage as a doctor can present its own challenges. That’s why it’s important to choose a lender that truly understands your sector.
Whatever stage you’re at in your medical career, we can help you take advantage of your professional status when applying for a mortgage.
From short-term contracts to complex incomes, our Specialist Mortgage Advisers are on hand to provide expert advice tailored to the medical profession.
Always remember your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Investment advice
Make the most of your money with investment advice from our Specialist Financial Advisers. Whether you’re looking to 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.
Time to hang up your scrubs? We can help you plan for your retirement, whether you’re an NHS worker or the owner of a limited company.
Our Specialist Financial Advisers can provide guidance on:
- The tapered annual allowance
- Your NHS pension lump sum
- Flexible and early retirement
- Lump Sum Allowances (LSA) and Lump Sum and Death Benefit Allowances (LSDBA)
Learn more about our specialist pension and retirement advice for doctors.
Although it isn’t nice to think about, getting your affairs in order for when you pass away can bring real peace of mind as you get older.
At Wesleyan Financial Services, we have a team of Specialist Financial Planners dedicated to the medical profession.
Skilled in helping doctors navigate intricate financial matters, they’re on hand to make sure that all the things you own – whether it’s property, savings or investments – are passed on tax-efficiently and in line with your wishes when you die.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
From protecting your income to protecting your family finances, we can help you find the right cover from our selected panel of providers.
Discover a range of flexible plans designed to suit your lifestyle and secure the right level of cover for your family's finances.
For example, Wesleyan’s personal income protection plan is designed to dovetail with your NHS sick pay. It provides a regular monthly income if you’re off work due to illness, injury or accident.
At Wesleyan Financial Services, we know that applying for a mortgage as a doctor can present its own challenges. That’s why it’s important to choose a lender that truly understands your sector.
Whatever stage you’re at in your medical career, we can help you take advantage of your professional status when applying for a mortgage.
From short-term contracts to complex incomes, our Specialist Mortgage Advisers are on hand to provide expert advice tailored to the medical profession.
Always remember your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Make the most of your money with investment advice from our Specialist Financial Advisers. Whether you’re looking to 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.
Support for your business
If you’re a doctor operating a limited company for your private work, Specialist Financial Advisers from Wesleyan Financial Services can offer expert business advice tailored to you.
You can talk to us about things like:
- Protecting your practice
- Making the most of your limited company status
- Planning your exit strategy
- Life cover for employees
- Investing your business funds
How our advice works
Find your Specialist Financial Adviser
We’ll match you with an adviser who specialises in the medical profession and is local to your area.
Discuss your finances
We’ll meet you for a no-obligation review of your finances, usually online or at a time and place that suits you.
Advice when you need it
As your lifelong partner, you can get advice from Wesleyan Financial Services whenever you need it.
Why specialist advice is so important for doctors
In this video, Keith O’Neill, Specialist Financial Adviser at Wesleyan Financial Services, discusses why specialist advice is so important for medical professionals – from pension planning to the impact of tax changes.
Customer reviews
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Can't fault the service
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Annual financial review
Webinars for medics
As well as getting personalised one-to-one advice, you can also access a range of live and on-demand webinars tailored to the needs of hospital doctors and other medical professions.
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…
The RCGP, RCOG and FMLM are introducer appointed representatives of Wesleyan Financial Services Limited.