Skip to content
  • Member benefits
  • Intermediaries
  • The Next Step
  • About
  • Book an appointment
    Log in
    Wesleyan Logo
  • Fund prices
  • Insights
  • Help & contact
  • Medics
  • Dentists
  • Education professionals
  • 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.

    Female at home in garden

    Advice & planning

    • Financial advice for GPs
    • Financial advice for hospital doctors
    • Mortgage advice
    • Protecting you & your family
    • Estate & inheritance tax planning

    Pensions & retirement

    • Retirement advice
    • NHS pension assessment report
    • Retirement Club

    Business owners

    • Financial advice for business owners
    • Commercial investments
    • Business funding for GPs
    • Business protection
    • Insurance for GPs

    Useful information

    • Advice charges
    • Webinars
    • NHS pension scheme guides
    • All financial planning guides
    • Financial wellbeing hub
    See all financial advice
    Book an appointment Manage your appointment

    Advice & planning

    • Financial advice
    • Mortgage advice
    • Protecting you & your family
    • Estate & inheritance tax planning

    Pensions & retirement

    • Retirement advice
    • NHS pension assessment report
    • Retirement Club

    Business owners

    • Financial advice for business owners
    • Commercial investments
    • Business funding
    • Business protection
    • Insurance

    Useful information

    • Advice charges
    • Webinars
    • NHS pension scheme guides
    • All financial planning guides
    • Financial wellbeing hub
    See all financial advice
    Book an appointment Manage your appointment

    Advice & planning

    • Financial advice for teachers
    • Financial advice for school leaders
    • Mortgage advice
    • Protecting you & your family
    • Estate & inheritance tax planning

    Pensions & retirement

    • Retirement advice
    • Retirement Club

    Useful information

    • Advice charges
    • Webinars
    • Teachers pension scheme guides
    • All financial planning guides
    • Financial wellbeing hub
    Male teacher smiling in classroom

    Teachers' pension guides

    Take a look at our range of guides designed to help you plan for life after the classroom
    Read our guides
    See all financial advice
    Book an appointment Manage your appointment
  • ISAs
  • Investments
  • Pensions & retirement
  • Mortgages
  • Insurance
  • Commercial insurance
  • Stocks & Shares ISAs

    • Wesleyan Stocks & Shares ISA
    • Unit Trust ISA
    • Junior ISA

    ISA tools

    • Stocks & Shares ISA calculator
    • Cost of investment delay calculator

      Useful information

      • Fund prices
      • With Profits Fund
      • Stocks & Shares ISA guide
      • ISA transfer guide
      • How many ISAs can I have?
      • All ISA guides
      Young woman in kitchen smiling

      Stocks & Shares ISA

      Open a Wesleyan Stocks & Shares ISA today. Invest from as little as £50 per month. Capital at risk.
      Open your ISA
      See all ISAs
      Manage your ISA

      Investment plans

      • Flexible Savings Plan
      • Capital Investment Bond
      • Unit Trust investment
      • Commercial investments
      • ISAs

        Investment tools

        • Investment calculator
        • Cost of investment delay calculator
        • Inflation impact calculator

        Useful information

        • Fund prices
        • With Profits Fund
        • Investing with Wesleyan
        • Sustainable investing
        • Beginners guide to investing
        • All investment guides
        Martin Lawrence standing in office

        Investment team

        Meet the award-winning team at Wesleyan responsible for investing your money. 
        Meet the team
        See all investments
        Manage your investments Book an appointment

        Pension options

        • Personal pensions
        • Annuities
        • Drawdown

        Retirement advice

        • Medics
        • Dentists
        • Education professionals

        Useful information

        • NHS pension guides
        • Teachers pension scheme guides
        • Pension pot options
        • All pension & retirement guides
        • The Retirement Club
        Couple enjoying retirement

        Retirement advice

        Get expert advice on your retirement planning from Wesleyan Financial Services.
        Book now
        See all pensions & retirement
        Manage your pension Book an appointment

        Mortgage options

        • Remortgage
        • Moving home
        • First-time buyer
        • Buy-to-let mortgages
        • Commercial mortgages
        • Mortgage protection
        • Equity release

        Mortgage advice

        • Medics
        • Dentists
        • Education professionals

        Mortgage tools

        • How much can I borrow?
        • Mortgage repayments calculator
        • Stamp duty calculator
        • All mortgage calculators

        Useful information

        • Interest-only vs repayment mortgage
        • Remortgaging guide
        • First-time buyers guide
        • All mortgage guides
        See all mortgages
        Book a mortgage appointment

        Home

        • Home insurance
        • High-value home insurance
        • Holiday home insurance
        • Landlord insurance

        Motor

        • Car insurance
        • High-value car insurance

        Specialist home

        • Unoccupied home insurance
        • Home insurance with claims history
        • Non-standard home insurance
        • Renovation insurance
        • Subsidence insurance

        Travel

        • Travel insurance
        • Medical elective insurance

        Life

        • Life assurance
        • Critical illness cover
        • Income protection
        • Mortgage protection

        Useful information

        • Home insurance guide
        • Car insurance guide
        • When to renew car insurance
        • Holiday home insurance guide
        • All insurance guides
        See all insurance
        Make a claim Contact us about your policy

        Medical & dental

        • GP surgery insurance
        • GP locum insurance
        • Dental practice insurance
        • Dental locum insurance
        • Dental indemnity insurance
        • Medical malpractice insurance
        • Key person insurance
        • Partnership protection insurance

        Other insurance

        • Landlord insurance
        • Professional indemnity insurance
        • Solicitors' professional indemnity insurance
        • Commercial property insurance
        • Office insurance
        • Cyber insurance
        • Management liability insurance

        Useful information

        • Guide to business protection for GPs
        • Guide to business protection for dentists
        • Surgery insurance guide
        Female business professional

        Locum insurance

        Wesleyan’s Practice Protector Plus helps with the costs of hiring a locum, so you’re not out of pocket if you’re unable to work.
        Get your cover
        See all commercial insurance
        Make a claim Contact us about your policy

        Insights

        Log in

        • Medics
        • Dentists
        • Education professionals

        • ISAs
        • Investments
        • Pensions & retirement
        • Mortgages
        • Insurance
        • Commercial insurance
        Fund prices Insights Help & contact

        Financial advice

        Advice & planning

        • Financial advice for GPs
        • Financial advice for hospital doctors
        • Mortgage advice
        • Protecting you & your family
        • Estate & inheritance tax planning

        Pensions & retirement

        • Retirement advice
        • NHS pension assessment report
        • Retirement Club

        Business owners

        • Financial advice for business owners
        • Commercial investments
        • Business funding for GPs
        • Business protection
        • Insurance for GPs

        Useful information

        • Advice charges
        • Webinars
        • NHS pension scheme guides
        • All financial planning guides
        • Financial wellbeing hub
        See all financial advice
        Book an appointment Manage your appointment

        Financial advice

        Advice & planning

        • Financial advice
        • Mortgage advice
        • Protecting you & your family
        • Estate & inheritance tax planning

        Pensions & retirement

        • Retirement advice
        • NHS pension assessment report
        • Retirement Club

        Business owners

        • Financial advice for business owners
        • Commercial investments
        • Business funding
        • Business protection
        • Insurance

        Useful information

        • Advice charges
        • Webinars
        • NHS pension scheme guides
        • All financial planning guides
        • Financial wellbeing hub
        See all financial advice
        Book an appointment Manage your appointment

        Financial advice

        Advice & planning

        • Financial advice for teachers
        • Financial advice for school leaders
        • Mortgage advice
        • Protecting you & your family
        • Estate & inheritance tax planning

        Pensions & retirement

        • Retirement advice
        • Retirement Club

        Useful information

        • Advice charges
        • Webinars
        • Teachers pension scheme guides
        • All financial planning guides
        • Financial wellbeing hub
        See all financial advice
        Book an appointment Manage your appointment

        Products & services

        Stocks & Shares ISAs

        • Wesleyan Stocks & Shares ISA
        • Unit Trust ISA
        • Junior ISA

        ISA tools

        • Stocks & Shares ISA calculator
        • Cost of investment delay calculator

          Useful information

          • Fund prices
          • With Profits Fund
          • Stocks & Shares ISA guide
          • ISA transfer guide
          • How many ISAs can I have?
          • All ISA guides
          See all ISAs
          Manage your ISA

          Products & services

          Investment plans

          • Flexible Savings Plan
          • Capital Investment Bond
          • Unit Trust investment
          • Commercial investments
          • ISAs

            Investment tools

            • Investment calculator
            • Cost of investment delay calculator
            • Inflation impact calculator

            Useful information

            • Fund prices
            • With Profits Fund
            • Investing with Wesleyan
            • Sustainable investing
            • Beginners guide to investing
            • All investment guides
            See all investments
            Manage your investments Book an appointment

            Products & services

            Pension options

            • Personal pensions
            • Annuities
            • Drawdown

            Retirement advice

            • Medics
            • Dentists
            • Education professionals

            Useful information

            • NHS pension guides
            • Teachers pension scheme guides
            • Pension pot options
            • All pension & retirement guides
            • The Retirement Club
            See all pensions & retirement
            Manage your pension Book an appointment

            Products & services

            Mortgage options

            • Remortgage
            • Moving home
            • First-time buyer
            • Buy-to-let mortgages
            • Commercial mortgages
            • Mortgage protection
            • Equity release

            Mortgage advice

            • Medics
            • Dentists
            • Education professionals

            Mortgage tools

            • How much can I borrow?
            • Mortgage repayments calculator
            • Stamp duty calculator
            • All mortgage calculators

            Useful information

            • Interest-only vs repayment mortgage
            • Remortgaging guide
            • First-time buyers guide
            • All mortgage guides
            See all mortgages
            Book a mortgage appointment

            Products & services

            Home

            • Home insurance
            • High-value home insurance
            • Holiday home insurance
            • Landlord insurance

            Motor

            • Car insurance
            • High-value car insurance

            Specialist home

            • Unoccupied home insurance
            • Home insurance with claims history
            • Non-standard home insurance
            • Renovation insurance
            • Subsidence insurance

            Travel

            • Travel insurance
            • Medical elective insurance

            Life

            • Life assurance
            • Critical illness cover
            • Income protection
            • Mortgage protection

            Useful information

            • Home insurance guide
            • Car insurance guide
            • When to renew car insurance
            • Holiday home insurance guide
            • All insurance guides
            See all insurance
            Make a claim Contact us about your policy

            Products & services

            Medical & dental

            • GP surgery insurance
            • GP locum insurance
            • Dental practice insurance
            • Dental locum insurance
            • Dental indemnity insurance
            • Medical malpractice insurance
            • Key person insurance
            • Partnership protection insurance

            Other insurance

            • Landlord insurance
            • Professional indemnity insurance
            • Solicitors' professional indemnity insurance
            • Commercial property insurance
            • Office insurance
            • Cyber insurance
            • Management liability insurance

            Useful information

            • Guide to business protection for GPs
            • Guide to business protection for dentists
            • Surgery insurance guide
            See all commercial insurance
            Make a claim Contact us about your policy
          • Member benefits
          • Intermediaries
          • The Next Step
          • About
          • Martin Lawrence standing against map on wall
            13 August 2024 4 min

            August monthly investment update – Reflections on July 2024

            This latest investment update discusses elections, at home and abroad, and the effects on investment markets. Read more.

            Financial planning Investments
            Representative from Free at last and Morgan McKenzie on the land purchased by Wesleyan
            08 August 2024 2 min

            Disused land gets a new ‘lease of life’

            Wesleyan donates land to Free@Last, a charity using outdoor spaces to improve young people's lives in inner-city Birmingham.

            Lifestyle
            08 August 2024 5 min

            August monthly market update - Reflections on July 2024

            From UK's inflation to China's key interest rates cuts, find out more in this July market update.

            Financial planning Investments
            07 August 2024 29 min

            Podcast - Bringing commercial solutions together for GPs

            In this podcast, we discuss the commercial issues impacting GPs and how Wesleyan is here to help them.

            Medics
            Iain Stevenson and Nigel Jones
            23 July 2024 21 min

            Podcast - How a new Labour government may impact dentists

            This podcast covers a first look at the new Labour government and how this will impact dentists and their practices.

            Financial planning Dentists
            Female dentist wearing mask and glasses treating patient
            17 July 2024 5 min

            What could a new Labour government mean for dentistry?

            In this article, Practice Plan Sales and Marketing Director, Nigel Jones, discusses Labour’s plans to address the state of NHS dentistry.

            Financial planning Dentists
            Martin Lawrence in office with map on the wall
            17 July 2024 5 min

            July monthly investment update – Reflections on June 2024

            In this article, Wesleyan's Director of Investments, Martin Lawrence, discusses global elections, interest rate cuts and more. Read more.

            Financial planning Investments
            Mature professional man standing in office
            10 July 2024 3 min

            63% of working retirees risk falling into a 'tax trap'

            This article discusses the importance of seeking financial advice when it comes to avoiding the ‘tax trap’ when working during retirement.

            Retirement Financial planning
            08 July 2024 5 min

            2024 - Q2 market commentary

            After a strong quarter for stock markets, we reflect on some of the highlights and the lowlights in our latest market commentary.

            Financial planning Markets Investments
            Young woman on sofa with laptop staring out the window
            05 July 2024 5 min

            July monthly market update - Reflections on June 2024

            Our latest update reflects on June's market. From UK's interest rates to China's rising exports and retail sales, find out more.

            Financial planning Investments
            Education professional outside school
            28 June 2024 3 min

            Why some school leaders aren't considering phased retirement

            Research from TeacherTapp commissioned by Wesleyan Financial Services has uncovered why headteachers aren’t making the most of phased retirement.

            Teachers Teachers Pension Scheme Pre-retirement
            Female doctor sitting on a chair looking out the window
            25 June 2024 3 min

            Wesleyan ‘opens doors’ to new healthcare in Stoke-on-Trent

            Wesleyan’s in-house Property Team finalised a 15-year lease, which will welcome a state-of-the art NHS healthcare facility.

            Medics Investments
            Paul Barnfather and Connor Bryan
            20 June 2024 14 min

            Podcast - NHS contracts and retirement planning

            This podcast covers issues surrounding NHS contracts when principal dentists start planning for their retirement.

            Retirement Dentists NHS Pension Scheme
            Sarah Buxton
            19 June 2024 5 min

            How changes to legislation may impact dental practice owners

            This article highlights some of the challenges practice owners may face regarding recent changes to employment law and legislation.

            Dentists
            Professional male teacher in office smiling with crossed arms
            05 June 2024 1 min

            Wesleyan Financial Services partners with NAHT

            Wesleyan has become the exclusive personal financial advice provider for NAHT, the school leaders’ union.

            Teachers
            Mario Mazzocchi smiling in Wesleyan office
            30 April 2024 4 min

            Wesleyan Group shows profitable growth in 2023

            Wesleyan has announced its annual results for 2023. Learn about the Group's performance here.

            Investments
            Collage of the various new board additions
            29 April 2024 2 min

            Wesleyan appoints top team to lead next phase of strategy

            Wesleyan adds to its Group executive team with two appointments and a Board-level promotion, as it enters the next phase of its growth strategy.

            Appointments
            Mario Mazzocchi smiling in Wesleyan office
            05 March 2024 1 min

            A new partnership to improve our service to you

            Wesleyan are pleased to have agreed to a 10-year partnership with Diligenta Limited.

            Partnerships
            Wesleyan giving back group
            13 February 2024 4 min

            Giving back in 2023: How we supported our communities

            Read about some of the numerous projects and initiatives Wesleyan Foundation supported in 2023.

            Wesleyan Foundation
            Child playing with coloured rice and toys
            31 January 2024 2 min

            Wesleyan Foundation unlocks £100,000 of charity funding

            Wesleyan Foundation is giving £100k to hardworking charities as part of its second Winter of Giving fund.

            Wesleyan Foundation
            • 1
            • 2
            • 3
            • 4
            • 5
            Browse all articles
            Martin Lawrence standing against map on wall
            13 August 2024 4 min

            August monthly investment update – Reflections on July 2024

            This latest investment update discusses elections, at home and abroad, and the effects on investment markets. Read more.

            Financial planning Investments
            Representative from Free at last and Morgan McKenzie on the land purchased by Wesleyan
            08 August 2024 2 min

            Disused land gets a new ‘lease of life’

            Wesleyan donates land to Free@Last, a charity using outdoor spaces to improve young people's lives in inner-city Birmingham.

            Lifestyle
            08 August 2024 5 min

            August monthly market update - Reflections on July 2024

            From UK's inflation to China's key interest rates cuts, find out more in this July market update.

            Financial planning Investments
            07 August 2024 29 min

            Podcast - Bringing commercial solutions together for GPs

            In this podcast, we discuss the commercial issues impacting GPs and how Wesleyan is here to help them.

            Medics
            Iain Stevenson and Nigel Jones
            23 July 2024 21 min

            Podcast - How a new Labour government may impact dentists

            This podcast covers a first look at the new Labour government and how this will impact dentists and their practices.

            Financial planning Dentists
            Female dentist wearing mask and glasses treating patient
            17 July 2024 5 min

            What could a new Labour government mean for dentistry?

            In this article, Practice Plan Sales and Marketing Director, Nigel Jones, discusses Labour’s plans to address the state of NHS dentistry.

            Financial planning Dentists
            Martin Lawrence in office with map on the wall
            17 July 2024 5 min

            July monthly investment update – Reflections on June 2024

            In this article, Wesleyan's Director of Investments, Martin Lawrence, discusses global elections, interest rate cuts and more. Read more.

            Financial planning Investments
            Mature professional man standing in office
            10 July 2024 3 min

            63% of working retirees risk falling into a 'tax trap'

            This article discusses the importance of seeking financial advice when it comes to avoiding the ‘tax trap’ when working during retirement.

            Retirement Financial planning
            08 July 2024 5 min

            2024 - Q2 market commentary

            After a strong quarter for stock markets, we reflect on some of the highlights and the lowlights in our latest market commentary.

            Financial planning Markets Investments
            Young woman on sofa with laptop staring out the window
            05 July 2024 5 min

            July monthly market update - Reflections on June 2024

            Our latest update reflects on June's market. From UK's interest rates to China's rising exports and retail sales, find out more.

            Financial planning Investments
            Education professional outside school
            28 June 2024 3 min

            Why some school leaders aren't considering phased retirement

            Research from TeacherTapp commissioned by Wesleyan Financial Services has uncovered why headteachers aren’t making the most of phased retirement.

            Teachers Teachers Pension Scheme Pre-retirement
            Female doctor sitting on a chair looking out the window
            25 June 2024 3 min

            Wesleyan ‘opens doors’ to new healthcare in Stoke-on-Trent

            Wesleyan’s in-house Property Team finalised a 15-year lease, which will welcome a state-of-the art NHS healthcare facility.

            Medics Investments
            Paul Barnfather and Connor Bryan
            20 June 2024 14 min

            Podcast - NHS contracts and retirement planning

            This podcast covers issues surrounding NHS contracts when principal dentists start planning for their retirement.

            Retirement Dentists NHS Pension Scheme
            Sarah Buxton
            19 June 2024 5 min

            How changes to legislation may impact dental practice owners

            This article highlights some of the challenges practice owners may face regarding recent changes to employment law and legislation.

            Dentists
            Professional male teacher in office smiling with crossed arms
            05 June 2024 1 min

            Wesleyan Financial Services partners with NAHT

            Wesleyan has become the exclusive personal financial advice provider for NAHT, the school leaders’ union.

            Teachers
            Mario Mazzocchi smiling in Wesleyan office
            30 April 2024 4 min

            Wesleyan Group shows profitable growth in 2023

            Wesleyan has announced its annual results for 2023. Learn about the Group's performance here.

            Investments
            Collage of the various new board additions
            29 April 2024 2 min

            Wesleyan appoints top team to lead next phase of strategy

            Wesleyan adds to its Group executive team with two appointments and a Board-level promotion, as it enters the next phase of its growth strategy.

            Appointments
            Mario Mazzocchi smiling in Wesleyan office
            05 March 2024 1 min

            A new partnership to improve our service to you

            Wesleyan are pleased to have agreed to a 10-year partnership with Diligenta Limited.

            Partnerships
            Wesleyan giving back group
            13 February 2024 4 min

            Giving back in 2023: How we supported our communities

            Read about some of the numerous projects and initiatives Wesleyan Foundation supported in 2023.

            Wesleyan Foundation
            Child playing with coloured rice and toys
            31 January 2024 2 min

            Wesleyan Foundation unlocks £100,000 of charity funding

            Wesleyan Foundation is giving £100k to hardworking charities as part of its second Winter of Giving fund.

            Wesleyan Foundation
            • 1
            • 2
            • 3
            • 4
            • 5

            On this page

            Back to top

            • Financial advice
            • Savings & investments
            • Pensions & retirement
            • Protection
            • Mortgages
            • Insurance

            • Doctors
            • Dentists
            • Teachers
            • The Next Step
            • Intermediaries

            • News
            • Careers at Wesleyan
            • Practice Plan
            • DPAS
            • Medenta
          • Sitemap
          • Privacy
          • Legal
          • Security
          • Suppliers
          • Modern Slavery Act
          • Accessibility
          • Cookies

            'WESLEYAN' is a trading name of the Wesleyan Group of companies. Financial advice is provided by Wesleyan Financial Services Ltd.

            Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd and Wesleyan Unit Trust Managers Ltd are authorised and regulated by the Financial Conduct Authority. Read more information about the Wesleyan group of companies.

            © 2025 Wesleyan Assurance Society. All rights reserved, for UK use only.