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
4 min
In this update, Wesleyan’s Director of Investments, Martin Lawrence digs deeper into the belief that September can often be a ‘difficult’ month for investors, and when and where we might see further interest rates cuts globally before year end.
7 min
After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.
11 min
This podcast episode discusses why it's so important for dentists to understand the goodwill value of their practice. Listen now.
10 min
This podcast discusses the differences in the various asset classes for those looking to make investments.
5 min
In this article, Gordon McMillan, Dental Specialist Financial Adviser, shares what dentists should be thinking about when pension planning.
18 min
This podcast looks at Christie & Co's Dental Market Review, the impact to practices and the help available.
Our latest investment update looks at why data from the US caused global markets to tumble, while UK's economy appears to be holding its own.
Stock markets around the world rebound after fears of a US recession appear to be overstated. Read more in our market update.
16 min
This podcast looks at flexible retirement options for dentists and how this will impact pensions.
With one month into a Labour government, what has changed and what does this mean for your finances? Read more now.
3 min
In this article, we share the top reasons dentists claimed on their income protection policies throughout 2023.
Here, we share the top reasons dentists claimed on their income protection policies throughout 2023.
This latest investment update discusses elections, at home and abroad, and the effects on investment markets. Read more.
2 min
Wesleyan donates land to Free@Last, a charity using outdoor spaces to improve young people's lives in inner-city Birmingham.
From UK's inflation to China's key interest rates cuts, find out more in this July market update.
29 min
In this podcast, we discuss the commercial issues impacting GPs and how Wesleyan is here to help them.
21 min
This podcast covers a first look at the new Labour government and how this will impact dentists and their practices.
In this article, Practice Plan Sales and Marketing Director, Nigel Jones, discusses Labour’s plans to address the state of NHS dentistry.
In this article, Wesleyan's Director of Investments, Martin Lawrence, discusses global elections, interest rate cuts and more. Read more.
This article discusses the importance of seeking financial advice when it comes to avoiding the ‘tax trap’ when working during retirement.
