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
5 min
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.
6 min
From reducing tax liabilities to ensuring a secure future, find out how dentists can financially prepare for the upcoming year.
4 min
2024 has been an interesting year to date marked by a Spring Budget, the election of a new Labour government in July, an Autumn Budget, and more recently a change of government in the United States of America.
In this update, Wesleyan’s Director of Investments, Martin Lawrence explores everything from the forthcoming US presidential election to the UK budget, and why UK interest rates may fall less in 2025.
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.
10 min
This podcast discusses the differences in the various asset classes for those looking to make investments.
In this article, Magdelena Harding, 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.
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.
Here, we share the top reasons dentists claimed on their income protection policies throughout 2023.
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, Wesleyan's Director of Investments, Martin Lawrence, discusses global elections, interest rate cuts and more. Read more.
After a strong quarter for stock markets, we reflect on some of the highlights and the lowlights in our latest market commentary.
Our latest update reflects on June's market. From UK's interest rates to China's rising exports and retail sales, find out more.
3 min
Research from TeacherTapp commissioned by Wesleyan Financial Services has uncovered why headteachers aren’t making the most of phased retirement.
Wesleyan’s in-house Property Team finalised a 15-year lease, which will welcome a state-of-the art NHS healthcare facility.
14 min
This podcast covers issues surrounding NHS contracts when principal dentists start planning for their retirement.
