The Wesleyan Podcast provides tips and information for Doctors, Dentists and Teachers to help with their personal and commercial finances, as well as the latest news about us. This podcast is for information only and does not constitute financial advice. To book an appointment with a Wesleyan Financial Services Adviser go to www.wesleyan.co.uk Please note past performance is not a reliable guide to future performance and the value of your investment and income can go down as well as up, so you could get back less than you invested. Capital at risk. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Episodes
Thursday Apr 10, 2025
Thursday Apr 10, 2025
In this episode, brought to you by Wesleyan Financial Services’, Marie Williams-Cooke and our Head of Dental Iain Stevenson explore the concept of the ‘nest egg’ and its significance for dental professionals, and provide valuable insights into effective saving strategies. From inflation impacts to investment options, they discuss how to build a robust financial plan for your future.
This podcast is for information only and does not constitute financial advice. To find out more go to wesleyan.co.uk.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Tax treatment depends on individual circumstances and may be subject to change in future.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Thursday Apr 10, 2025
Thursday Apr 10, 2025
In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser Stephen Lart and Practice Plan Regional Support Manager Emma Flunt, talk to Marie Williams-Cooke about some of the key points that came out of the Chancellor’s recent Spring Statement and what it might mean for dentists and dental practice owners.
This podcast is for information only and doesn't constitute financial advice. To find out more, go to wesleyan.co.uk.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in future.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352.
Calls may be recorded to help us provide, monitor and improve our services to you.
Charges may apply. Learn more about our charges at www.wesleyan.co.uk/charges.
Monday Mar 24, 2025
Monday Mar 24, 2025
In this episode, brought to you by Wesleyan Financial Services, Laura Whyte talks to HR and Employment Solicitor Sarah Buxton about research carried out by Wesleyan about the financial concerns faced by female dentists.
This podcast is for information only and doesn’t constitute advice. For more information about Wesleyan go to www.wesleyan.co.uk
Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. Charges may apply.
Learn more about our charges at www.wesleyan.co.uk/charges.
Tuesday Mar 18, 2025
Tuesday Mar 18, 2025
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Regional Manager Glen Roberts about the kinds of things teachers and educators need to know before the tax year end. In particular they’ll be looking at how they can make the most out of any tax allowances, in particular around ISA savings and pensions.
For more information go to www.wesleyan.co.uk.
This podcast is for information only and doesn't constitute financial advice.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Tax treatment depends on individual circumstances and may be subject to change in future.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Wednesday Mar 12, 2025
Wednesday Mar 12, 2025
In this episode, brought to you by Wesleyan Financial Services’ Retirement Club, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dental practice owners can start planning their exit strategy as they approach retirement.
This podcast is for information only and doesn't constitute financial advice.
Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers. Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority. Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Charges may apply. Learn more about our charges at www.wesleyan.co.uk/charges.
Monday Mar 03, 2025
Monday Mar 03, 2025
In this episode, brought to you by Wesleyan Financial Services, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dentists keep hold of their hard-earned income in a tax efficient way.
You can find out more about Wesleyan at www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at:
- Apple
- Spotify
- Amazon / Audible
- Podbean
This podcast is for information only and doesn’t constitute financial advice.
Tax treatment depends on individual circumstances and may be subject to change in future.
Inheritance Tax planning is not regulated by the Financial Conduct Authority (FCA).
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you. Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Friday Feb 21, 2025
Friday Feb 21, 2025
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Will Adams about financial planning for teachers.
They cover the most commonly asked questions teachers have about their pensions and retirement, from when can they retire to what benefits do they have as part of the Teachers Pension Scheme if they suddenly fell ill.
This podcast is for information only and isn’t financial advice.
Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Thursday Jan 30, 2025
Thursday Jan 30, 2025
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult and Regional Manager Oonagh Morrison talk about the value of financial advice for teachers.
They consider the kinds of plans financial advisers can come up with during a financial review, what solutions could be best for customers, and why it’s important to speak to someone well before retirement comes around.
This podcast is for information only and doesn’t constitute financial advice.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Monday Nov 25, 2024
Monday Nov 25, 2024
Wesleyan Financial Services Regional Manager Simon Cosgrove talks to Monica Pacult about the recent Autumn Budget and what it might mean to dentists across the country.
They’ll cover the big issues like the changes to Employers National Insurance Contributions and capital gains tax as well as other measures you might have missed and how they will impact on the day to day lives of dentists and their practices.
This podcast is for information only and doesn’t provide either financial or business advice.
You can find out more about Wesleyan at www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at:
- Apple
- Spotify
- Amazon / Audible
- Podbean
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority. Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
Wesleyan Financial Services is a broker and insurance products are provided by a number of selected insurers.
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and regulated by the Financial Conduct Authority.
Registered Office: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
In this episode, brought to you by Wesleyan Financial Services’ Retirement Club, Regional Managers Wendy Baillie and Simon Cosgrove, as well as Mike Blenkham from accountancy firm UNW, discuss how to ensure your financial position is in the best possible place when you come to retire.
This podcast is for information only and doesn't constitute financial advice.
Please bear in mind that advice in relation to inheritance tax planning is not regulated by the Financial Conduct Authority.
Tax treatment depends on individual circumstances and may be subject to change in future.
‘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 and is wholly owned by Wesleyan Assurance Society.
Wesleyan Assurance Society 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: Colmore Circus, Birmingham B4 6AR. Telephone: 0345 351 2352. Calls may be recorded to help us provide, monitor and improve our services to you.