97% of dentists rate their Specialist Financial Adviser as very good or excellent
Income protection for dentists
Most people rely on their salary to meet monthly expenses such as bills, rent or mortgage payments.
If you were unable to practice because of ill-health or injury, you may be left in a difficult situation when trying to cover your regular outgoings.
With a Wesleyan Personal Income Protection Plan, we can provide you with a tax-free replacement income. Our plan can continue to support you until you are able to return to work.
Get expert advice
Not sure how much replacement income you’re going to need or how long the cover should last? Specialist Financial Advisers from Wesleyan Financial Services are on hand to advise.
How you can benefit from a Wesleyan Personal Income Protection Plan
- Monthly payments if you are unable to work due to an injury or illness
- Flexible cover options, enabling you to adapt your personal plan if your needs change or as you progress through your career
Other protection products* we can talk to you about
Critical illness cover
Financial protection, if a serious health condition prevents you from working.
- Receive a tax-free lump sum if you're diagnosed with a pre-defined condition
- Choose single or joint cover with your spouse or partner.
Life assurance
Financial protection for your family, in case the worst should happen.
- Leave a legacy that can be used for any purpose
- Select cover from a range of first-class providers.
Mortgage protection
Ensure your family keeps their home, if you're no longer here to pay your share of the mortgage.
- Payout covers any outstanding mortgage when you die
- Choose single or joint cover with your spouse or partner.
*Wesleyan Financial Services is a broker. Insurance products are provided by a number of selected insurers.
Frequently Asked Questions
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What can I expect from a meeting with a Specialist Financial Adviser?
When you request a detailed conversation about your finances, a Specialist Financial Adviser from Wesleyan Financial Services will usually meet you via video call. In some circumstances, they may be able to meet you in person in the comfort of your own home.
During the meeting, your Specialist Financial Adviser will look at your financial situation as a whole, and discuss your specific goals, priorities or concerns.
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Is the advice free?Advice is provided on a no obligation basis. That means that while our Specialist Financial Advisers will often make a recommendation for you, there’s absolutely no obligation to take out any Wesleyan products or services.
Just be aware that if you do choose to take out a Wesleyan financial product, there may be an initial fee to pay. Your Adviser will outline all this to you at the start of the meeting. -
What should I prepare ahead of the meeting?To make the most of your time with your Specialist Financial Adviser, it can be handy to have your questions ready, as well as any information or documents relating to your finances (such as savings or investment details).
You may also be asked to complete a ‘Financial Outline’ ahead of the session. This enables you to tell your Adviser about your current circumstances and future goals, so they can prepare an appointment tailored to you.
If you choose not to complete the Financial Outline in advance, you’ll need to do it as part of your appointment. -
How long does the meeting last?An initial meeting with a Specialist Financial Adviser will typically last around one hour, though it does depend on the complexity of your circumstances.
What our customers say...
94% of customers agree that their Specialist Financial Adviser demonstrates knowledge of their profession
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer