Wesleyan Financial Services has an in-depth understanding of the challenges and opportunities facing today's GPs. We have a team of Specialist Financial Advisers based in Northern Ireland, who work exclusively alongside GPs and their practices. Using expertise and guidance, we can support you and your financial planning needs at every stage of your career and beyond.
Helping GPs to make informed financial choices
Working in partnership with you, your local Specialist Financial Adviser can offer a lifetime of financial planning support.
Whether you have future goals, immediate needs, or a blend of the two, they are here to help you realise your life’s ambitions.
Tailored financial advice, as and when you need it
From getting the most out of your pension(s) to achieving financial freedom for you and your loved ones, your adviser is here to help.
Retirement and estate planning
Your local Specialist Financial Adviser can help you to understand all the financial aspects of your post-career life, including:
- Confirming how much money you’ll need to fund your dream retirement
- Getting the most out of your pension benefits and post-work income
- Explaining how the increase to the pension annual allowance and the planned removal of the lifetime allowance could affect your retirement plans, including your income and intended retirement date
- Helping you to protect your legacy through estate planning and understanding how the inheritance tax threshold could affect those inheriting your legacy
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.
Financial protection
When it comes to being covered in event of the unexpected, your Specialist Financial Adviser can help you make the right insurance decisions, including:
- Understanding how to protect yourself and your loved ones through tailored financial protection and a regular income if you were unable to work due to illness or injury
- Recommending how to protect your GP practice’s viability through tailored locum insurance cover
Investment and mortgage advice
Whether looking to reach your financial goals or buy a new home, your Specialist Financial Adviser will be on hand to help you:
- Explore savings and investment opportunities, explaining how they can align with your specific circumstances
- Find specialist mortgages suited to your circumstances as a GP in Northern Ireland
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.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. There are charges for investment advice and other services
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Your local Specialist Financial Adviser can help you to understand all the financial aspects of your post-career life, including:
- Confirming how much money you’ll need to fund your dream retirement
- Getting the most out of your pension benefits and post-work income
- Explaining how the increase to the pension annual allowance and the planned removal of the lifetime allowance could affect your retirement plans, including your income and intended retirement date
- Helping you to protect your legacy through estate planning and understanding how the inheritance tax threshold could affect those inheriting your legacy
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.
When it comes to being covered in event of the unexpected, your Specialist Financial Adviser can help you make the right insurance decisions, including:
- Understanding how to protect yourself and your loved ones through tailored financial protection and a regular income if you were unable to work due to illness or injury
- Recommending how to protect your GP practice’s viability through tailored locum insurance cover
Whether looking to reach your financial goals or buy a new home, your Specialist Financial Adviser will be on hand to help you:
- Explore savings and investment opportunities, explaining how they can align with your specific circumstances
- Find specialist mortgages suited to your circumstances as a GP in Northern Ireland
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.
Wesleyan Financial Services provides broker and advice services, for which a fee may apply. There are charges for investment advice and other services
Your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage.
Book now
Let us arrange for you to speak to a Specialist Financial Adviser from Wesleyan Financial Services at a time convenient for you - in person, over the phone or online. Simply fill in a few details and we'll be in touch.