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Financial advice from the experts

Wesleyan provides tailored financial planning at every stage of your professional life – whether you are newly qualified, well established in your career or retired.

Your local financial consultant deals exclusively with dental professionals and their practices. We understand that you have a unique career path with different financial needs at each stage and you can have complete confidence in our no obligation service.

Retirement planning

Ongoing changes to pensions mean it’s even more important to review your retirement plans regularly. Whether you are pre, at or post retirement, we can discuss the wide number of choices open to you and help to maximise your income for the years ahead.

NHS Pension scheme

Our financial consultants have an in-depth understanding of the NHS Pension scheme and can advise you how to make the most of the range of benefits available. We can also give advice on how to replace your NHS pension benefits if you increase your private work.

Inheritance tax planning

We provide advice on how to reduce the tax burden on those inheriting your estate though the use of trusts and gifts.

Savings and investments

Our enhanced investment advice service offers you a greater range of funds and more in-depth advice than ever before. Your financial consultant can assess your risk profile and savings objectives to give you all the information you need and will be on hand to keep your plans on track.

Protection for you and your family

We can arrange tailored income protection to provide you with a regular income in the event of accident or sickness. In addition we offer critical illness cover, which provides a lump sum payment on diagnosis of a pre-defined condition. We can also give advice on the best way to protect your family from financial hardship if you were to die prematurely.

Mortgages*

We offer a comprehensive range of mortgages from across the market. We can give mortgage advice and personal assistance with your application.

Business planning

We offer specialist advice on locum and business expenses cover, partnership protection and key person insurance to help keep your business running smoothly should you lose a vital member of the practice unexpectedly.

Insurance, borrowing and banking

We offer a range of home, motor, travel and surgery insurance policies to suit your needs. Competitive personal and commercial loans are provided by Wesleyan Bank to satisfy the various funding needs of dentists and dental practices.

Free financial planning seminars

Our financial consultants can deliver a range of free educational presentations to your practice team, or evening events suitable for larger audiences. Selected presentations are eligible for verifiable continuing professional development.


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

Advice is provided by Wesleyan Financial Services Ltd. ‘WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Wesleyan Bank Ltd (Registered in England and Wales No. 2839202) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register No. 165116). Wesleyan Financial Services Ltd and Wesleyan Bank Ltd are wholly owned by Wesleyan Assurance Society which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office for all of the above Group companies is: Colmore Circus, Birmingham B4 6AR.Telephone calls may be recorded for monitoring and training purposes. Please note not all of the products and services referred to in this brochure are regulated by the Financial Conduct Authority.