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
3 min
Do you work from home? Whether you’re a hybrid worker or run your own business, there are insurance implications to consider. Find out more in this article.
5 min
Here, Simon Cosgrove, Dental Regional Manager at Wesleyan Financial Services, discusses how to plan for retirement. From the types of pensions to actionable tips, learn more now.
10 min
From the benefits of the Teachers Pension Scheme to the importance of a financial review, this podcast discusses some things teachers should be aware of as they plan for retirement.
Steady inflation, trade optimism and strong earnings lift global stock markets to record highs. Read more in our latest market update.
This year's stock market returns in August have been marginally positive - building on the strong gains seen for global equities in June and July. Find out more.
Find out why more than half of UK doctors now have a portfolio career - holding one or more roles outside of a clinical medical contract.
2 min
Ahead of the new school year, new data shows fewer UK educators are taking advantage of an option to gradually step back from the classroom due to concerns over affordability.
13 min
This podcast explores how Wesleyan Financial Services and Practice Plan work hand in hand, supporting dental practice owners, associates and their teams.
40 min
In this podcast, experts from Wesleyan Financial Services talk to Pete Henshaw, from Headteacher Update, about the ins and outs of retirement planning for headteachers.
This market update discusses technology-led gains in the US, a new trade deal between America and Europe, and resilient growth in China, despite inflation concerns.
8 min
In this article, Specialist Financial Adviser from Wesleyan Financial Services, Mark Moroney, highlights the differences between Defined Benefit and Defined Contribution pension schemes.
This month's update discusses market volatility as Trump’s tariff deadlines, global tensions and fiscal shifts drive the focus of investors. Read more.
Head of Dental at Wesleyan Financial Services, Iain Stevenson, shares three key steps empty nesters can take to reassess financial situations and plan for the next chapter.
9 min
This podcast discusses why the summer break is a great time for teachers to think about their finances.
Drip feeding pension contributions can offer a more practical and less stressful approach to easing your tax burden.
This article discusses what head teachers and senior education leaders need to be aware of when it comes to Inheritance Tax (IHT) planning. Read more now.
Equities rallied in May after the US and China agreed a temporary rollback on tariffs, and economic data from the UK, US and eurozone came in stronger than forecast. Find out more.
In this podcast, Oonagh Morrison, Regional Manager from Wesleyan Financial Services, discusses retirement options for teachers.
This podcast explores why every dentist in a partnership — or considering one — should take a close look at their partnership agreement.
President Trump’s notorious trade tariffs continued in May – albeit with less volatility than we'd seen in April. From inflation to economic growth, read more in our latest update.
