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
7 min
In our latest market commentary, we take a look at the highlights and lowlights of the quarter, as well as a funds’ view and outlook from our investments team.
6 min
From reducing tax liabilities to ensuring a secure future, find out how dentists can financially prepare for the upcoming year.
4 min
2024 has been an interesting year to date marked by a Spring Budget, the election of a new Labour government in July, an Autumn Budget, and more recently a change of government in the United States of America.
Economic uncertainty and policy changes present both opportunities and challenges for investors, highlighting key trends in evolving global conditions.
3 min
The whole team at Practice Plan is celebrating after a fantastic haul at the Dental Industry Awards ceremony at Wembley Stadium.
In this update, Wesleyan’s Director of Investments, Martin Lawrence, takes a look into some of the UK and global events that took centre stage in November, and the plans for our funds in 2025.
15 min
Wesleyan Financial Services Regional Manager, Simon Cosgrove, discusses the recent Autumn Budget and what it might mean to dentists across the country.
In this update, Wesleyan’s Director of Investments, Martin Lawrence explores everything from the forthcoming US presidential election to the UK budget, and why UK interest rates may fall less in 2025.
In this update, Wesleyan’s Director of Investments, Martin Lawrence digs deeper into the belief that September can often be a ‘difficult’ month for investors, and when and where we might see further interest rates cuts globally before year end.
After reaching record highs towards the end of the quarter, the global economy remains resilient. Read more in our market commentary.
11 min
This podcast episode discusses why it's so important for dentists to understand the goodwill value of their practice. Listen now.
10 min
This podcast discusses the differences in the various asset classes for those looking to make investments.
5 min
In this article, Gordon McMillan, Dental Specialist Financial Adviser, shares what dentists should be thinking about when pension planning.
18 min
This podcast looks at Christie & Co's Dental Market Review, the impact to practices and the help available.
Our latest investment update looks at why data from the US caused global markets to tumble, while UK's economy appears to be holding its own.
Stock markets around the world rebound after fears of a US recession appear to be overstated. Read more in our market update.
16 min
This podcast looks at flexible retirement options for dentists and how this will impact pensions.
With one month into a Labour government, what has changed and what does this mean for your finances? Read more now.
In this article, we share the top reasons dentists claimed on their income protection policies throughout 2023.
Here, we share the top reasons dentists claimed on their income protection policies throughout 2023.
