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
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.
5 min
In this market commentary, we take a look at the energy price shock, global and bond markets and inflation and interest rates.
Taking control of your financial position can be an important step in protecting your overall wellbeing. Here, we explore five practical ways dental professionals can reduce financial stress.
4 min
Entering into partnership is more than a natural next step in your clinical career. In this article, we explore those risks and the practical steps you can take to manage them.
From 6 April 2027, the government plans to change how pensions are treated on death. Learn more about how this may affect your pension strategy.
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.
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.
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.
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.
