Specialist financial advice
Whether you’re a doctor, dentist or education professional, Specialist Financial Advisers from Wesleyan Financial Services can provide expert, tailored advice.
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Insights
4 min
The month of June will long be remembered as historical for many reasons. None more so, than for the month in which the US and Iran signed (what is hoped) will be a significant agreement to mark the end of the four-month war in the Middle East.
Find out how income protection can support you through long-term illness, protect your lifestyle and improve your financial wellbeing.
See how diversification can help build a balanced investment portfolio, manage uncertainty and keep your long-term financial goals on track.
23 min
From replacing NHS benefits to having the right agreements in place, this podcast discusses the financial and legal impacts of moving to private practice.
Higher energy prices are fuelling inflation concerns, weighing on growth and creating fresh challenges for policymakers across the world’s major economies.
May activity in investment markets was centred around two key themes - strong equity performance contrasted against rising economic risks.
Strong earnings and hopes of easing Middle East tensions have pushed stock markets higher.
Delays to Teachers’ Pension Scheme statements have become a major concern for educators approaching retirement. Find out what to do if you’re impacted.
5 min
Geopolitics, yet again, had a significant impact on global investment markets during April. Find out more in our latest investment update.
From April 2027, some pension savings may fall under inheritance tax (IHT). Discover what this means for teachers and how to plan your estate effectively.
What are the ongoing delays linked to the McCloud remedy? And how are they impacting dental professionals? Find out more in this article.
Our latest investment update discusses one of the most turbulent months we’ve seen in recent years in terms of geopolitical events shaking the world economy.
15 min
From complex assets to the risks of poor planning, this podcast discusses why estate planning is vital for dentists.
2 min
When was the last time you reviewed your ISA choices? Find out why it may be time to re-engage with your ISA options now to grow your wealth for the future.
3 min
Find out how teachers feel about their finances and the Teachers’ Pension Scheme (TPS), based on Wesleyan Financial Services’ latest research.
In this market commentary, we take a look at the energy price shock, global and bond markets and inflation and interest rates.
Taking control of your financial position can be an important step in protecting your overall wellbeing. Here, we explore five practical ways dental professionals can reduce financial stress.
Entering into partnership is more than a natural next step in your clinical career. In this article, we explore those risks and the practical steps you can take to manage them.
From 6 April 2027, the government plans to change how pensions are treated on death. Learn more about how this may affect your pension strategy.
As earnings grow and business structures evolve, tax planning becomes less about basic compliance and more about making informed, legitimate decisions that protect income and support long-term goals.
