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
Stocks & Shares ISAs
ISA tools
Investment plans
Investment tools
Pension options
Retirement advice
Mortgage options
Mortgage advice
Mortgage tools
Home
Motor
Specialist home
Travel
Life
Medical & dental
Other insurance
Insights
4 min
As earnings grow and business structures evolve, tax planning becomes less about basic compliance and more about making informed, legitimate decisions that protect income and support long-term goals.
19 min
Join Wesleyan Financial Services in this podcast delivered by Dan Atkins (Specialist Financial Adviser) and Donna Hall (Practice Plan Regional Support Manager).
Markets were rattled after US strikes on Iran pushed oil prices higher, raising concerns about inflation and global economic growth.
5 min
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.
Welcoming a new baby is one of life’s biggest milestones – exciting, emotional and life-changing in equal measure. But alongside the joy, it also brings practical and financial challenges, particularly for dentists who are self-employed or working as associates.
Join Wesleyan Financial Services in this podcast delivered by Natasha Davis, (B2B Partnership Account Manager), Paul Griffiths (Specialist Financial Adviser), and John Males (Watson Finance). This podcast discusses the new 'Making tax digital for income tax' rules in England.
2 min
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.
3 min
Protect your home with this article on the most common insurance claims. Learn what these are, ways to prevent them and how to make a successful claim.
24 min
In this podcast, Stephen Lart, Specialist Financial Adviser at Wesleyan Financial Services, talks to Jawad Anjum, Stanford Finance, about buying, building and selling dental practices.
Here, we outline how dentists can get tax year-end ready - from reviewing pension contributions to making the most of ISA allowances and more.
This podcast discusses the new 'Making tax digital for income tax' rules that come into effect from from April 2026, and what dentists need to know.
In our latest market commentary, we look at where the US economy is heading in 2026, interest rates, the Eurozone economy and a look ahead.
Wesleyan Financial Services has become the exclusive financial advice partner for Royal College of Surgeons of Edinburgh (RCSEd).
6 min
Is buy-to-let property investment still worth it for dentists? From tax changes to landlord pressures and alternative investment options, learn more here.
AI-led investment and falling inflation supporting the global economy in 2026, with mixed outlooks across the US, UK, Europe and Asia.
27 min
From managing disputes to safeguarding business value, learn about the importance of partnership agreements for dentists in this podcast.
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