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
50 minutes ago
50 minutes ago
In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page talks to specialist financial adviser Graham Hutton, Jonathan Wilson, director of medical at Christie & Co and Shaun Watts, head of unsecured and asset finance at Christie Finance to discuss how dentists can successfully plan for the sale of their practice for 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 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 https://www.wesleyan.co.uk/charges.
Thursday May 22, 2025
Thursday May 22, 2025
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Will Adams about income protection for teachers.
You can find out more about Wesleyan at https://www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at:
- Apple
- Spotify
- Amazon / Audible
- Podbean
Bear in mind 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 https://www.wesleyan.co.uk/charges.
Thursday May 08, 2025
Thursday May 08, 2025
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Oonagh Morrison about how important it is for teachers to get into the habit of saving and investing for the future, and how to make it possible no matter what their income.
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
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 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.
Wednesday May 07, 2025
Wednesday May 07, 2025
In this episode, brought to you by Wesleyan Financial Services, Marie Williams-Cooke talks to regional manager Neil Richardson and B2B Account Manager Carly Millan Page talk about how important it is for dentists to take an overall look at their business and personal finances as they plan for the future.
They cover aspects of financial planning and how Wesleyan works with other partner organisations, such as lawyers, accountants and lenders to ensure dental customers get the best possible outcomes. This podcast is for information only and doesn’t constitute financial advice.
To find out more about Wesleyan and to book an appointment go to http://www.wesleyan.co.uk. Charges may apply. Learn more about our charges at http://www.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.
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.