Specialist Financial Advice For Medical & Dental Professionals

Financial advice from the experts

Wesleyan provides tailored financial planning at every stage of your professional life – whether you are newly qualified, well established in your career or retired. No obligation financial reviews can be done at a time and location that works best for you.

In-depth insight into your professions

Your local Financial Consultant deals exclusively with either doctors or dentists. We understand that you have a unique career path with different financial needs at each stage and you can have complete confidence in our service.

Retirement planning

Changes to pensions in recent years mean it’s even more important to review your retirement plans regularly. Whether you are pre, at or post retirement, we can discuss the wide number of choices open to you and help to maximise your income for the years ahead.

NHS Pension Scheme

Our Financial Consultants have an in-depth understanding of the NHS Pension Scheme and can advise you how to make the most of the range of benefits available. We can also give advice on how to replace your NHS pension benefits if you increase your private work.

Savings and investments

Our enhanced investment advice service offers you a greater range of options and more in-depth advice than ever before. Your Financial Consultant can assess your risk profile and savings objectives to give you all the information you need and will be on hand to keep your plans on track.

Financial protection

We can arrange tailored income protection to provide you with a regular income in the event of illness or injury. In addition, we offer critical illness cover which provides a lump sum payment on diagnosis of a pre-defined condition.

Mortgages*

We offer a comprehensive range of mortgages from across the market. We can give mortgage advice and personal assistance with your application.

Business planning

We offer specialist advice on locum and business expenses cover, partnership and shareholder protection, plus key person insurance to help keep your business running smoothly should you lose a vital member of the practice unexpectedly. We can also provide competitive surgery insurance, together with options for commercial mortgages* and loans^.

To book your no obligation financial review, please email us or call 0800 9806360, quoting 80762.


*Your property may be repossessed if you do not keep up repayments on your mortgage.

^Commercial loans are provided through Wesleyan Bank. Wesleyan Financial Services Ltd is a credit broker not a lender.

Advice is provided by Wesleyan Financial Services Ltd. ‘WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society. Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone calls may be recorded for monitoring and training purpose.

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