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
Alec Collie, Head of Medical at Wesleyan Financial Services, considers what the Budget ultimately delivered for teachers.
Alec Collie, Head of Medical and Education at Wesleyan Financial Services, unpicks how today’s Budget will impact on doctors.
Iain Stevenson, Head of Dental at Wesleyan, reviews the main announcements of interest to dentists.
From a spotlight on taxes to the cost of living impact, find out the latest from the recent Autumn Budget.
Teachers, find out how you could use the 3.5% pay rise to get your finances into better shape.
6 min
UK Chancellor. John Healey. faces pressure to shore up the public finances, with potential tax changes and rising borrowing costs keeping investors on alert.
With six months until the April 2027 inheritance tax changes come into effect, discover how you can prepare your pensions and estate.
12 min
This podcast explains how early preparation can support a smoother, more successful dental practice sale.
From AI investors to crude oil prices, read about the investment market impacts in our latest update.
5 min
In our latest market commentary, we provide a global market overview, updates on inflation and interest rates and encouraging signs for global growth.
Wesleyan appoints Donald MacLean and Noland Carter, strengthening its Board with significant expertise in business transformation, wealth management and investment governance.
8 min
Explore how today’s dental market is shaping practice valuations and exit plans – and what to consider when deciding your next move.
Stronger US jobs, improving European activity and continued AI investment provide support despite higher borrowing costs and geopolitical uncertainty.
Moving from NHS to private practice can offer a lot of benefits, but there are some financial considerations to be aware of too.
3 min
Thinking about early retirement? Find out if changes to the Normal Minimum Pension Age (NMPA) could impact your plans.
Discussing money with family can be difficult, but open conversations bring clarity, reduce conflict and help loved ones prepare for the future. Read more.
Here, we outline the implications and considerations before leaving the Teachers' Pension Scheme.
Strong company earnings continue to support stock markets despite political change, uneven global growth and uncertainty over inflation and interest rates.
July highlighted diplomacy’s role in easing geopolitical tensions, protecting global stability, security and investment markets.
