08 May 2025 |
11 minutes
Podcast - A holistic approach to financial planning for dentists
In this podcast, Regional Manager from Wesleyan Financial Services, Neil Richardson, and B2B Account Manager, Carly Millan Page, talk about how important it is for dentists to take an overall look at their business and personal finances as they plan for the future.
They cover aspects of financial planning and how Wesleyan works with other partner organisations, such as lawyers, accountants and lenders, to ensure dental customers get the best possible outcomes.
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This podcast is for information purposes and should not be taken as financial advice.
The value of investments can go down as well as up and you may get back less than you invest.
Tax treatment depends on individual circumstances and may be subject to change in future.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
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