At Wesleyan Financial Services, we have a network of Specialist Financial Advisers working exclusively to support GPs.
- Build a financial plan aligned to your goals
- Get specialist guidance on your retirement and NHS pension planning
- Get advice on your mortgage, insurance and investment options
- Create a robust financial strategy for your GP practice
On this page
Expert financial advice tailored to GPs
As a GP you spend your days looking after your patients, but managing your own financial health is just as crucial.
At Wesleyan Financial Services, we understand the unique challenges and opportunities that come with a medical career – from optimising tax strategies to protecting your income and making the most of your NHS pension benefits.
With our tailored advice service, we can guide you towards a healthier financial future – so that you can spend your time focusing on what you do best.
What our customers say…
94% of customers agree their Specialist Financial Adviser demonstrates knowledge of their profession
92% of GPs rate their Specialist Financial Adviser as very good or excellent
94% of customers agree that Wesleyan Financial Services makes them feel valued as a customer
Our advice
Retirement planning
At Wesleyan Financial Services, we can help you build a flexible personalised income plan to help you fund your retirement and boost your NHS pension benefits.
Our Specialist Financial Advisers can provide guidance on:
- Ways to invest your pension lump sum
- Flexible and early retirement options
- Retirement planning alongside a partner
- Preparing an exit strategy for leaving your GP practice
- Understanding the annual allowance
- Lump Sum Allowances (LSA) and Lump Sum Death Benefit Allowances (LSDBA)
Estate planning and inheritance tax advice
Worried about inheritance tax eating into your estate? At Wesleyan Financial Services, our team of Specialist Financial Planners can help you leave more to those you love most.
Working exclusively with the medical profession, our experts can help you get your affairs in order and ensure that your assets are passed on efficiently and in line with your wishes when you die – whether it’s your property, investments or savings.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Protection advice
We understand how hard you’ve worked to create a life for you and your family – but are you protecting it as best you can?
Whether something happens to you, like being diagnosed with a critical illness, or your business, like the unexpected death of a practice partner, it’s important to make sure you’re covered against whatever life throws your way.
That’s where Wesleyan Financial Services can help, finding you the right level of protection for your income, mortgage, practice and more.
Mortgage advice
Securing a mortgage as a doctor can present its own challenges, which is why it’s important to choose a lender that truly understands your sector.
Whether you’re looking to move into a bigger property or you’re considering remortgaging, Wesleyan Financial Services can help you make the most of your professional status when applying for a mortgage.
And if you’re looking to buy into your first practice, we can help you secure the business funding you need to reach your goals too.
Always remember your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage. Please note that the Financial Conduct Authority (FCA) does not regulate commercial mortgages.
Investment advice
Whether you’re looking to buy your first practice or build an income for your retirement, investment advice from Wesleyan Financial Services can help you reach your goals.
Our Specialist Financial Advisers from can also offer guidance on estate planning for your post-work years, ensuring your investments can be passed onto your beneficiaries tax-efficiently.
From Wesleyan’s With Profit ISA to the Capital Investment Bond, our range of investment plans can help you make the most your money.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority (FCA).
Insurance for GPs
At Wesleyan Financial Services, we understand the unique challenges that running a GP surgery can bring. Our team of medical insurance consultants can help you establish the right level of cover for your practice, offering a range of insurance products tailored to GPs.
Our insurance solutions include:
- Cyber insurance
- GP surgery insurance
- Partnership protection insurance
- Locum cover for doctors and key staff
- Medical malpractice insurance
- Management liability insurance
At Wesleyan Financial Services, we can help you build a flexible personalised income plan to help you fund your retirement and boost your NHS pension benefits.
Our Specialist Financial Advisers can provide guidance on:
- Ways to invest your pension lump sum
- Flexible and early retirement options
- Retirement planning alongside a partner
- Preparing an exit strategy for leaving your GP practice
- Understanding the annual allowance
- Lump Sum Allowances (LSA) and Lump Sum Death Benefit Allowances (LSDBA)
Worried about inheritance tax eating into your estate? At Wesleyan Financial Services, our team of Specialist Financial Planners can help you leave more to those you love most.
Working exclusively with the medical profession, our experts can help you get your affairs in order and ensure that your assets are passed on efficiently and in line with your wishes when you die – whether it’s your property, investments or savings.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
We understand how hard you’ve worked to create a life for you and your family – but are you protecting it as best you can?
Whether something happens to you, like being diagnosed with a critical illness, or your business, like the unexpected death of a practice partner, it’s important to make sure you’re covered against whatever life throws your way.
That’s where Wesleyan Financial Services can help, finding you the right level of protection for your income, mortgage, practice and more.
Securing a mortgage as a doctor can present its own challenges, which is why it’s important to choose a lender that truly understands your sector.
Whether you’re looking to move into a bigger property or you’re considering remortgaging, Wesleyan Financial Services can help you make the most of your professional status when applying for a mortgage.
And if you’re looking to buy into your first practice, we can help you secure the business funding you need to reach your goals too.
Always remember your mortgage is secured on your home. Your home may be repossessed if you do not keep up repayments on your mortgage. Please note that the Financial Conduct Authority (FCA) does not regulate commercial mortgages.
Whether you’re looking to buy your first practice or build an income for your retirement, investment advice from Wesleyan Financial Services can help you reach your goals.
Our Specialist Financial Advisers from can also offer guidance on estate planning for your post-work years, ensuring your investments can be passed onto your beneficiaries tax-efficiently.
From Wesleyan’s With Profit ISA to the Capital Investment Bond, our range of investment plans can help you make the most your money.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. Advice in relation to Inheritance Tax planning is not regulated by the Financial Conduct Authority (FCA).
At Wesleyan Financial Services, we understand the unique challenges that running a GP surgery can bring. Our team of medical insurance consultants can help you establish the right level of cover for your practice, offering a range of insurance products tailored to GPs.
Our insurance solutions include:
- Cyber insurance
- GP surgery insurance
- Partnership protection insurance
- Locum cover for doctors and key staff
- Medical malpractice insurance
- Management liability insurance
How our advice works
Find your Specialist Financial Adviser
We’ll match you with an adviser who specialises in the medical profession and is local to your area.
Discuss your finances
We’ll meet you for a no-obligation review of your finances at a time and place that suits you.
Advice when you need it
As your lifelong partner, you can get advice from Wesleyan Financial Services whenever you need it.
Business advice for GPs
As well as personal financial advice, we can help support your practice too.
From managing budgets to ensuring operational efficiency, having a robust strategy in place is key to maintaining the financial health of your surgery.
This is where our Specialist Financial Advisers can help, offering expert advice tailored to the needs of your GP practice – from buying into a surgery to understanding your partnership agreements.
Hear from our customers
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GP partner
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Excellent advice
Webinars for medics
Frequently asked questions
To make the most of your time with your Specialist Financial Adviser, it can be handy to gather any information or documents relating to your finances. This can help to give your Specialist Financial Adviser an understanding of your assets and liabilities.
You may also be asked to complete a Financial Outline. This enables your Adviser to tailor your appointment to you, your circumstances and your future goals. If you don't complete it beforehand, you’ll need to do so as part of your appointment.
Wesleyan Financial Services partners with…
The RCGP, RCOG and FMLM are introducer appointed representatives of Wesleyan Financial Services Limited.