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Financial planning for dentists

Helping dentists at every step of life's journey
Iain Stevenson profile

Specialist financial advice

As Head of Dental at Wesleyan Financial Services, I'm proud to lead a team of dedicated Specialist Financial Advisers who work exclusively with dentists. The team truly understands the dental world and the crucial life stages dentists go through.

Tailored advice is given to ensure informed decisions can be made at the right stage for you and your business.

Iain Stevenson, Head of Dental

Life's journey

Helping you through life's journey

We have a dedicated team of Specialist Financial Advisers, providing support with both personal and commercial financial planning. Key milestones along life's journey we can offer help with include:

As you train to become a dentist, our Specialist Financial Advisers are here for you every step of the way - with expert guidance and protection to help you get your career off to a strong start.

Getting on the property ladder can be difficult, particularly if you’re self-employed and at the start of your career. We work with a range of lenders who understand how dentistry works and are prepared to take a more holistic view of your financial position than many of the high street lenders.

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 most buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).

Wesleyan Financial Services provides broker and advice services, for which a fee may apply. Product fees may be payable to the lender.

Life is anything but predictable, but it's still possible to have a little peace of mind that you're covered should the unexpected happen. We are here to protect you, your practice and your home - now and in the future.
When we say we’re all about you, we mean your family too and they can benefit from the same financial planning support to help their finances flourish. As a parent, nothing matters more than giving your children the best possible start in life.

When you have an excess of funds sitting in your personal or business accounts, investing could help you grow your money faster than simply saving.

It can be a little daunting knowing where to begin though, which is why we're here to help you make considered decisions.

Please note the value of your investments can go down as well as up and you may get back less than you put in.

You may think that all that pension stuff is a million miles away – particularly when you’re at the height of your career in dentistry.

However, the sooner you start putting the right plans in place, the bigger the benefits are further down the line and the more pleased you’ll be that you started early.

When you’re looking to take this exciting step in your career, but are unsure of where to start, we can help you get the keys to your own practice.

To realise your retirement dream, you'll find it's more than just planning your pension.

It’s important to think about the number of hours you currently work in practice and how you would like to fill that time once you’ve downed tools.

We can help you plan financially for when that day finally comes.

It’s not the nicest thing to think about, but as a dentist, you could be leaving a big Inheritance Tax burden after you’ve gone.

We can advise on how trusts and gifts can be used to help your loved ones get more of what you leave behind. 

Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

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What stage of life’s journey are you planning for?

Wherever you are in life, we can arrange for you to speak to a Specialist Financial Adviser dedicated to dental matters. Fill out our short form and we'll book your financial review for a time and date convenient to you. Charges may apply.

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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.

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