94% of customers rate their Specialist Financial Adviser as very good or excellent
At Wesleyan Financial Services, we provide tailored financial planning for dentists at every stage in their career and beyond. With an in-depth knowledge of your profession, your Specialist Financial Adviser from Wesleyan Financial Services can help you to achieve your immediate and future financial goals.
A lifetime of financial planning and support
We know that it might feel difficult to find advice that’s based on your specific needs as a dentist, particularly as your priorities are likely to shift and evolve as you progress through life.
Specialising in providing financial advice to dental professionals, your local Financial Adviser understands the decisions that you’ll be faced with throughout your career, as well as the impact that these choices could have on your future plans, such as your pension(s) and the funds you’ll receive in retirement.
Working closely with you, your Specialist Financial Adviser will help you to make informed decisions that are aligned to the things that you want to achieve, such as finding the right mortgage deal, relocating to join a new practice or proactively preparing for your post-work years.
How we can help you build your financial future
Our financial planning and advice services for dentists are varied, including:
Retirement planning
What kind of lifestyle do you imagine yourself leading in your post-work years? We have an in-depth understanding of the factors that could affect your funds, including the NHS Pension Scheme and the McCloud judgement, and can help you to prepare for the retirement you’ve been dreaming of.
Mortgage advice
Whether you’re looking to re-mortgage, take your first step on the property ladder or invest in buy-to-let properties, our Specialist Mortgage Advisers understand dentists’ mortgages and how to secure the right deal for your needs, including access to exclusive mortgage lender offers.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. Product fees may be payable to the lender.
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.
Moving from NHS to private
We support dental professionals throughout the entire process of moving from NHS dentistry to private practice; if you’re looking to make the move, we can provide you with the financial planning and practical guidance needed to actualise your private practice ambitions.
Income protection
An Income Protection Plan from Wesleyan Assurance Society will provide you with a regular income if you’re unable to work due to illness or injury, which lets you focus on your recovery, and not financial fear.
Savings and investment
We’ll work closely with you to advise on plans and products and how strongly they align with your risk appetite, aspirations and financial goals.
Investments can go down as well as up, which means that you could get back less than you invest.
Inheritance Tax planning
We all have an idea of what we’d like our legacy to look like. We can help you to formalise and protect your wishes, as well as advising on how to reduce the tax burden for the people who will inherit your estate through the use of gifts and trusts.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
What kind of lifestyle do you imagine yourself leading in your post-work years? We have an in-depth understanding of the factors that could affect your funds, including the NHS Pension Scheme and the McCloud judgement, and can help you to prepare for the retirement you’ve been dreaming of.
Whether you’re looking to re-mortgage, take your first step on the property ladder or invest in buy-to-let properties, our Specialist Mortgage Advisers understand dentists’ mortgages and how to secure the right deal for your needs, including access to exclusive mortgage lender offers.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. Product fees may be payable to the lender.
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.
We support dental professionals throughout the entire process of moving from NHS dentistry to private practice; if you’re looking to make the move, we can provide you with the financial planning and practical guidance needed to actualise your private practice ambitions.
An Income Protection Plan from Wesleyan Assurance Society will provide you with a regular income if you’re unable to work due to illness or injury, which lets you focus on your recovery, and not financial fear.
We’ll work closely with you to advise on plans and products and how strongly they align with your risk appetite, aspirations and financial goals.
Investments can go down as well as up, which means that you could get back less than you invest.
We all have an idea of what we’d like our legacy to look like. We can help you to formalise and protect your wishes, as well as advising on how to reduce the tax burden for the people who will inherit your estate through the use of gifts and trusts.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
What our customers say...
Adviser satisfaction
94% of customers agree that their Specialist Financial Adviser demonstrates knowledge of their profession
Specialist expertise
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer
Feeling valued
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