Specialist financial advice
Whether you’re a doctor, dentist or education professional, Specialist Financial Advisers from Wesleyan Financial Services can provide expert, tailored advice.
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Insights
This market update discusses technology-led gains in the US, a new trade deal between America and Europe, and resilient growth in China, despite inflation concerns.
In this article, Specialist Financial Adviser from Wesleyan Financial Services, Mark Moroney, highlights the differences between Defined Benefit and Defined Contribution pension schemes.
This month's update discusses market volatility as Trump’s tariff deadlines, global tensions and fiscal shifts drive the focus of investors. Read more.
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.
This podcast discusses why the summer break is a great time for teachers to think about their finances.
Drip feeding pension contributions can offer a more practical and less stressful approach to easing your tax burden.
This article discusses what head teachers and senior education leaders need to be aware of when it comes to Inheritance Tax (IHT) planning. Read more now.
Equities rallied in May after the US and China agreed a temporary rollback on tariffs, and economic data from the UK, US and eurozone came in stronger than forecast. Find out more.
In this podcast, Oonagh Morrison, Regional Manager from Wesleyan Financial Services, discusses retirement options for teachers.
This podcast explores why every dentist in a partnership — or considering one — should take a close look at their partnership agreement.
President Trump’s notorious trade tariffs continued in May – albeit with less volatility than we'd seen in April. From inflation to economic growth, read more in our latest update.
Regional Manager from Wesleyan Financial Services, Glen Roberts, discusses the potential impact of divorce or dissolution of a civil partnership on your pension.
Recent data from Wesleyan’s Personal Income Protection Plan reveals the top three reasons dentists made a claim in 2024. Find out more.
We’re delighted to announce that Wesleyan Assurance Society has been named 'Best ISA Provider of the Year' at the Wealth & Asset Management Awards 2025.
The government has announced £102m of funding for GP surgery renovations in England. But why should insurance be your first step if you receive some of the cash for renovations?
In this podcast, Specialist Financial Adviser from Wesleyan Financial Services, William Adams, discusses income protection for teachers.
April ended up far better than could have been expected, following some very sharp initial falls in financial markets. Read more in our latest market update.
William Adams, Specialist Financial Adviser from Wesleyan Financial Services, highlights the importance of building financial resilience for teachers and senior education leaders.
The podcast looks at the importance of teachers getting into the habit of saving and investing for the future, no matter what their income.
After a shaky start to the month, easing inflation and signs of a softer US trade stance helped steady markets and restore investor confidence in April. Read more now.