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0808 149 9416
Book an appointment

Our advice in action

At Wesleyan Financial Services, our dental specialists are here to help you plan your dream retirement. Whether you’re in the early stages of building your pension or you’re ready to leave dentistry for good, our Specialist Financial Advisers can advise you every step of the way.

Building your retirement income

When you’re thinking about leaving dentistry, you’ll need to build an income to fund your post-work years. From retiring early to travelling the world, we can help you fund all your goals.

Your Specialist Financial Adviser can tell you how much money you might need in retirement and help you say goodbye to dentistry when it’s right for you.

If you’re not where you want to be with your retirement fund, we can build a personalised income plan to help you get there. We can also guide you on planning alongside a partner, boosting your NHS Pension benefits and selling your private practice to maximise your income.

Join the Retirement Club

When you get pension and retirement advice from Wesleyan Financial Services, you’ll get an exclusive invite to join our Retirement Club.

As a member, you’ll get private access to a range of guides and tools designed to help you transition into retirement and beyond.

Putting you in control of your NHS pension

Your NHS Pension will likely play a big part in funding your post-work years. Knowing how much your pension will provide and what benefits you’re entitled to is key to getting the retirement you want and deserve.

We can:

  • Break down the complexities of the scheme
  • Give you clarity and control over your pension options
  • Explore when you can start accessing your benefits
  • Share the different ways you can collect your pension.

We’ll help you transition into retirement or even a new line of work. As part of your NHS Pension planning, ask your Specialist Financial Adviser about a full pension assessment report. It’ll help you see how on track you are to meet your retirement goals.

Learn how recent tax changes may impact your retirement plans...

In 2023, the Government raised the annual allowance, and announced that the lifetime allowance was to be abolished altogether.

These changes could have a huge impact on your pension and retirement planning. Your Specialist Financial Adviser can help you make sense of it all.

Easing into retirement

If you’re not quite ready to down your tools or you’d like to start accessing your pension without reducing your income, then you might be considering an alternative route into retirement.

We can talk you through all your options - from ‘retire and return’ to a flexi-retirement. We’ll cut through the jargon and give you practical advice to help you retire the way you want.

Retiring early

Are you thinking about leaving dentistry before your state retirement age? Taking an early retirement requires some extra planning and consideration, which is where your Specialist Financial Adviser can help.

You’ll need to make sure you can afford to retire early, as you’ll have additional years to cover. There’s also the matter of your NHS Pension. Your benefits could be calculated differently depending on when you retire, so it’s important to get financial advice on what this means for you.

How our advice works

If you’re new to our advice service, we’ll match you with a Specialist Financial Adviser in your area. They can meet you online via video call or at your home or dental practice.

Your financial adviser will help you transition from dentistry to your new life after work, whatever that entails. Through one-off advice or ongoing support, we’re here to help you fund, plan and achieve all your financial goals.

Practice Plan, DPAS and FMLM are introducer appointed representatives of Wesleyan Financial Services Limited.