As a hospital doctor in Northern Ireland, a one-size-fits-all approach to financial advice is unlikely to meet your needs. With our team of Specialist Financial Advisers from Wesleyan Financial Services, working exclusively alongside doctors in Northern Ireland, we can provide tailored advice throughout your career and beyond.
What would you like to achieve from your finances?
When it comes to your financial goals, understanding all of your options is key.
With valuable insight into the financial decisions you are likely to face as a doctor in Northern Ireland, your Specialist Financial Adviser can help you to make informed choices at every stage in your life.
A lifetime of financial planning for doctors
From getting the most out of your money to achieving your financial goals, your Specialist Financial Adviser is here to help. Wherever you’re at in your career, they can provide tailored advice about the things that matter most to you, including:
Retirement planning
When you’re ready for retirement, we can make sure that your finances will be ready, too. We can also help you to identify the things you’d like to achieve in your post-work years, such as securing the holiday of a lifetime or relocating to your dream home.
Specialist mortgage advice
As a broker with access to a comprehensive range of mortgages from across the market, we can secure the best deal in line with your unique circumstances.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. There are charges for investment advice and other services.
Savings and investments
Your Specialist Financial Adviser will explore the options available to you and how strongly they align with your risk appetite. They will make recommendations based on your needs and can help you to stay on track with a detailed plan.
Keep in mind that investment values are not guaranteed and can go down as well as up. You could get back less than you invest.
Income protection
Are you prepared for life’s ‘what if?’ scenarios? We can arrange tailored income protection to make sure that you’ll have a regular income if you were unable to work due to illness or injury.
Inheritance Tax planning
Through inheritance Tax planning advice, we can help you to understand the intricacies of the Inheritance Tax threshold, as well as steps that can be taken to reduce the burden on those inheriting your estate.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts. Tax treatment depends on your individual circumstances and may be subject to change in the future.
As a broker with access to a comprehensive range of mortgages from across the market, we can secure the best deal in line with your unique circumstances.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. There are charges for investment advice and other services.
Your Specialist Financial Adviser will explore the options available to you and how strongly they align with your risk appetite. They will make recommendations based on your needs and can help you to stay on track with a detailed plan.
Keep in mind that investment values are not guaranteed and can go down as well as up. You could get back less than you invest.
Through inheritance Tax planning advice, we can help you to understand the intricacies of the Inheritance Tax threshold, as well as steps that can be taken to reduce the burden on those inheriting your estate.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts. Tax treatment depends on your individual circumstances and may be subject to change in the future.
Book now
Fill out the form below and we'll contact you to arrange your appointment with a Specialist Financial Adviser from Wesleyan Financial Services.