Insights

Head of Dental at Wesleyan Financial Services, Iain Stevenson, shares three key steps empty nesters can take to reassess financial situations and plan for the next chapter.

Drip feeding pension contributions can offer a more practical and less stressful approach to easing your tax burden.

This podcast explores why every dentist in a partnership — or considering one — should take a close look at their partnership agreement.

Recent data from Wesleyan’s Personal Income Protection Plan reveals the top three reasons dentists made a claim in 2024. Find out more.

This podcast discusses the importance of dentists taking an overall look at their business and personal finances as they plan for the future.

This podcast discusses some of the key points that came out of the recent Spring Statement, and the potential impact for dentists and dental practice owners.

From inflation impacts to investment options, find out how to build a robust financial plan for your future in this podcast.

Research shows two-thirds of female dentists are planning career changes in the next two years. This presents a significant opportunity to unlock untapped potential for long-term wealth building.

Rachel Reeves, the Chancellor of the Exchequer, delivered her much-anticipated Spring Statement today - but for dental professionals, it left more questions than answers.