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.
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Insights
In this podcast, Glen Roberts, Regional Manager from Wesleyan Financial Services, discusses the kinds of things teachers and educators need to know before the tax year end.
For businesses, investing in Management Liability and Employment Practices Insurance (ML & EPI) can be a wise decision to safeguard against risks.
From global market reactions to Trump’s trade policies to EU defence shifts and UK economic changes, read our latest investment commentary.
Strong corporate earnings, interest rate expectations and global trade tensions drive market movements, while inflation and policy decisions add to the uncertainty. Read more now.
As a doctor, there’s a critical area of your finances that requires attention: Time-limited and tax-efficient saving opportunities. In this article, we share some areas to focus on.
New research from Wesleyan Financial Services shows female dentists are less likely to manage their finances compared to their male counterparts. Find out more.
Oonagh Morrison, Regional Manager from Wesleyan Financial Services, highlights why pension gaps are still a problem for women and looks at ways to mitigate these gaps.
In this podcast, Regional Manager from Wesleyan Financial Services, Simon Cosgrove, discusses how dentists can keep hold of their hard-earned income in a tax efficient way.
In this podcast, Specialist Financial Adviser from Wesleyan Financial Services, Will Adams, covers commonly asked questions teachers have about their pensions and retirement.
If your car insurance premium has increased at renewal, then you aren’t alone. Here, we discuss some of the more recent factors affecting car insurance prices in 2025.
Wesleyan’s Director of Investments, Martin Lawrence, discusses the impact world events in January have had on markets and investments.
This article discusses essential tax-efficient strategies for dentists and practice owners, helping you keep more of your hard-earned income and safeguard your financial future.
From Britain’s benchmark share index surge, Europe's interest rates cuts and Trump's tariff hikes, find out more in our latest market update.
William Adams, Specialist Financial Adviser from Wesleyan Financial Services, shares his insights on retirement planning for teachers.
According to new Wesleyan research, Brits are tightening their belts and putting more money away for emergencies in 2025.
Greg Hendricks, Specialist Financial Adviser at Wesleyan Financial Services, explores key factors that should be on GPs’ 2025 financial planning checklist.
In this podcast, Regional Manager from Wesleyan Financial Services, Oonagh Morrison, discusses the value of financial advice for teachers.
Here, we explore some of the key considerations for trusts to provide financial wellbeing support for their staff.
UK share prices made strong gains in 2024 despite persistent inflationary pressures and slower economic growth. Read more in our market update.
Madeleine Dowling, Technical Team Lead at Wesleyan, explains the background to the McCloud remedy, what the RPSS are, and what recipients of them should be doing now.