Specialist financial advice
Whether you’re a doctor, dentist or education professional, Specialist Financial Advisers from Wesleyan Financial Services can provide expert, tailored advice.
To see all the ways we can support you, just select your profession from the list.
Advice & planning
Pensions & retirement
Business owners
Useful information
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ISA tools
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Insights
23 min
From replacing NHS benefits to having the right agreements in place, this podcast discusses the financial and legal impacts of moving to private practice.
4 min
Higher energy prices are fuelling inflation concerns, weighing on growth and creating fresh challenges for policymakers across the world’s major economies.
May activity in investment markets was centred around two key themes - strong equity performance contrasted against rising economic risks.
Strong earnings and hopes of easing Middle East tensions have pushed stock markets higher.
Delays to Teachers’ Pension Scheme statements have become a major concern for educators approaching retirement. Find out what to do if you’re impacted.
5 min
Geopolitics, yet again, had a significant impact on global investment markets during April. Find out more in our latest investment update.
From April 2027, some pension savings may fall under inheritance tax (IHT). Discover what this means for teachers and how to plan your estate effectively.
What are the ongoing delays linked to the McCloud remedy? And how are they impacting dental professionals? Find out more in this article.
Our latest investment update discusses one of the most turbulent months we’ve seen in recent years in terms of geopolitical events shaking the world economy.
15 min
From complex assets to the risks of poor planning, this podcast discusses why estate planning is vital for dentists.
2 min
When was the last time you reviewed your ISA choices? Find out why it may be time to re-engage with your ISA options now to grow your wealth for the future.
3 min
Find out how teachers feel about their finances and the Teachers’ Pension Scheme (TPS), based on Wesleyan Financial Services’ latest research.
In this market commentary, we take a look at the energy price shock, global and bond markets and inflation and interest rates.
Markets were rattled after US strikes on Iran pushed oil prices higher, raising concerns about inflation and global economic growth.
Our most recent market update discusses the effect on global markets as the US and Israel began military operations in Iran. We also discuss the benefits of keeping an eye on the future.
Here we discuss how tailored income protection can safeguard your finances, lifestyle and practice if illness or injury stops you working.
Wesleyan Group has made two appointments to the Board to support its ambitious growth strategy.
From April 2027, your pensions will face inheritance tax (IHT). Learn what’s changing, why waiting is risky and how early planning can protect your estate.
A weaker US dollar is reflecting deeper political and economic tensions, with important implications for global trade, inflation and financial markets.
Our latest investment update covers the global investment markets strong performance in the new year, alliances in a changing global landscape, and our outlook moving forward.
