Wesleyan Financial Services has appointed Iain Stevenson as head of the dental segment.
With dedicated Specialist Financial Advisers who exclusively support dentists, the segment has gone from strength to strength. Wesleyan Financial Services is therefore pleased to invest further in this area to enable the team to be united in delivering the strategy to support dentists and their dependents in achieving brighter financial futures.
Iain has been working in financial services for over 25 years, including roles as a senior Specialist Financial Adviser and a senior area manager. Most recently, Iain has been a senior area manager for Scotland and the Northeast of England for Wesleyan Financial Services, managing a team of financial advisers to the dental profession.
Linda Wallace, Director at Wesleyan Financial Services, congratulates Iain, saying: “We are thrilled to have appointed Iain into this newly created role. Iain brings with him a vast knowledge and experience in providing specialist financial advice for dentists across the UK. His skill will be invaluable as we continue to progress our financial advice for dentists in need of support during what has been a very turbulent period within the profession.
“The dental segment will continue to be a key area of focus for Wesleyan Financial Services moving forward and we will continue to develop our team of Specialist Financial Advisers and increase brand awareness within the profession, so that dentists can have access to tailored financial advice, overcome financial barriers and secure better financial futures.”
Not only is Iain passionate about his work, he is also a keen outdoorsman and sports enthusiast.
Commenting on his appointment, Iain said: “I feel tremendously honoured and privileged to be leading the dental segment with Wesleyan Financial Services. Having been working with Wesleyan for almost 19 years, the majority of which has been working with, coaching and developing Specialist Financial Advisers, I am acutely aware of the significant value and contribution they make to their dental clients, families and practices every single day.
“We are passionate about ensuring we are at the cutting edge of both financial planning and the world of dentistry to ensure we genuinely add value at every interaction.
“Finally, financial planning and dentistry is all about people. There are so many talented people within the Wesleyan Group who are all driven to be the best and provide the best possible service to dentists and their families. Dentists need a “challenging friend” when it comes to their financial planning, but it needs to be someone they can trust, believe in and work with.
“The world is changing, the world of dentistry is changing, and I am excited to be part of the team helping to guide our clients through those changes. Good financial planning is important, and I am determined to ensure we make ourselves available to every dentist in the UK.”
If you’re looking for help with your financial planning, you can speak to a Specialist Financial Adviser from Wesleyan Financial Services as part of a no-obligation financial review. Book an appointment here.