As the chosen provider of financial advice to Members and Fellows of the Royal College of Obstetricians and Gynaecologists (RCOG), we can help you to achieve your financial goals. Our Specialist Financial Advisers from Wesleyan Financial Services will help you to make informed choices, for a brighter financial future.

Tailored financial advice for doctors

Whatever your goals are in life, understanding and planning for your current and financial future plays a key part.

At Wesleyan Financial Services, we can help you look at your options and find what’s right for you, to support your financial planning aspirations – be it planning for early retirement, finding the right mortgage, saving for once in a lifetime holiday, or ensuring your loved ones are provided for.

With a dedicated team of Specialist Financial Advisers who work exclusively with doctors like you, we have the hands-on experience needed to truly understand your career and financial journey.

What's important to you?

We all have things that we’d like to achieve from life, both for ourselves and for our loved ones. At any stage in your career and beyond, we can offer practical support, advice, and guidance to help you look after your own financial health. This includes:

  • Retirement planning

When you think ahead to your post-work years, how do you imagine your lifestyle? With an in-depth understanding of the factors that could affect your finances, such as the NHS Pension Scheme, the McCloud judgement, and the annual allowance, we can help you to prepare and protect your dream retirement.

  • Fee-free* mortgage advice

From first-time mortgages and remortgaging, to investing in buy-to-let** properties, our Specialist Financial Advisers can give advice and personal assistance with every stage of your application.

* Wesleyan Financial Services acts as a broker for mortgages and will be paid a fee by the Mortgage lender upon completion of the loan. Product fees may be payable to the lender.

** Most buy-to-let mortgages are not regulated by the Financial Conduct Authority.

Your mortgage is secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

  • Income protection

Do you ever worry about how protected your income is? Having an income protection plan will provide you with a regular income if you’re unable to work due to illness or injury, letting you focus on your recovery, and not financial fear.

  • Savings and investments

Your Specialist Financial Adviser will work closely with you to understand your risk appetite and aspirations. From this, they can advise on plans and products and how well they align to the things you want to achieve, both on a personal and commercial basis†.

Please remember the value of investments can go down as well as up and you may get back less than you invest.

  • Inheritance Tax planning

Do you need support with protecting your legacy and ensuring that your loved ones are taken care of as you intend? We can advise on how to reduce the tax burden for those inheriting your estate through the use of trusts and gifts.

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.

Request your no-obligation financial review

No matter which stage you’re at in your medical career, your local Specialist Financial Adviser can support you and your financial goals - both short and long term - at every stage in your life.
Book your review

† Commercial investment solutions are provided by Wesleyan Unit Trust Managers.

RCOG Trading Limited is a limited company whose registered office is situated at 10-18 Union Street, London, England, SE1 1SZ, Telephone 020 7772 6200, www.rcog.org.uk. RCOG Trading Limited is an introducer appointed representative of Wesleyan Financial Services Limited.