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
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.
Thursday Oct 03, 2024
Thursday Oct 03, 2024
In this episode, brought to you by Wesleyan Financial Services, Regional Manager Simon Cosgrove talks to Mike Blenkham from accountancy firm UNW about why it’s important for dentists to understand the goodwill value of their practice and why it’s one of the biggest assets they have.
This podcast is for information only and doesn’t provide either financial or business advice. You can find out more about Wesleyan at https://www.wesleyan.co.uk.
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.
Thursday Sep 12, 2024
Thursday Sep 12, 2024
Iain Stevenson, Wesleyan Financial Services Head of Dental and Regional Manager Neil Richardson are joined by Christie & Co's Head of Dental, Joel Mannix.
Christie & Co are a specialist business property adviser to dental professionals and this conversation covers their Dental Market Review and what they, and we here at Wesleyan, are hearing about what’s currently impacting practices around the country and what help is available to them.
As always, this podcast is for information only and doesn’t provide either financial or business planning advice. For more information about Wesleyan go to https://www.wesleyan.co.uk.
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.
Wednesday Aug 28, 2024
Wednesday Aug 28, 2024
Wesleyan Financial Services Specialist Financial Adviser Karen Watson-Brown talks to Monica Pacult about retirement planning for dentists, in particular looking at the option of partial retirement versus retiring, then returning to work and how both options will impact pensions.
For more information go to https://www.wesleyan.co.uk.
This podcast is for information purposes only and does not constitute financial advice.
Tax treatment depends on individual circumstances and may be subject to change in the 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.
Calls may be recorded to help us provide, monitor and improve our services to you.
Wednesday Aug 07, 2024
Wednesday Aug 07, 2024
Graham Leyfield, Wesleyan Financial Service’s Group Locum Account Manager talks to Regional Manager for our medical customers Paul Forder and Kabir Ahmed, Wesleyan’s GI Commercial Manager about commercial issues impacting GPs and how Wesleyan is here to help them.
For more information go to https://www.wesleyan.co.uk.
This podcast is for information purposes only and does not constitute financial advice. Bear in mind the value of investments can go down as well as up, meaning you may get back less than you invest. Capital at risk. Tax treatment depends on individual circumstances and may be subject to change in the 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.
Thursday Jul 18, 2024
Thursday Jul 18, 2024
In this episode, brought to you by Wesleyan Financial Services, we take our first look at the new Labour government and how the changes after the general election will impact dentists and their practices.
It is presented by Wesleyan Financial Services’ Head of Dental Iain Stevenson and Nigel Jones, Sales Director of the Practice Plan Group, which is part of Wesleyan.
For more information go to Wesleyan.co.uk and PracticePlan.co.uk.
This podcast is for information only and doesn’t constitute financial advice. Bear in mind the value of investments can go down as well as up, meaning you many get back less than you invest. Capital at risk.
Tax treatment depends on individual circumstances and may be subject to change in the 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. Calls may be recorded to help us provide, monitor and improve our services to you.
Monday Jun 17, 2024
Monday Jun 17, 2024
In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser for dental professionals, Paul Barnfather talks to to Connor Bryan from Carter Bond Solicitors about issues surrounding NHS contracts when principal dentists start planning for their retirement.
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
Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and 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.
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.
Calls may be recorded to help us provide, monitor and improve our services to you.
Monday Jun 03, 2024
Monday Jun 03, 2024
In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, one of our business to business account managers, will talk you through how she works to bring businesses and suppliers, such as lawyers and accountants, together with our dental practice clients.
This podcast is for information only and doesn’t constitute financial or business advice. For more information go to www.wesleyan.co.uk
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. Calls may be recorded to help us provide, monitor and improve our services to you.
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Wesleyan Financial Services Specialist Financial Adviser Morna Beattie about what life’s like for NHS Dentists and their finances in Scotland.
They cover the various tax bands in Scotland, the importance of financial planning and some of the main topics dentists are contacting us to talk about.
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. Calls may be recorded to help us provide, monitor and improve our services to you.
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
In this week’s edition, brought to you by Wesleyan Financial Services, WFS Head of Division Alec Collie and Regional Manager Wendy Baillie talk about retirement and pensions for medics.
The pair of them answer some of the most asked questions we get from medics covering everything from changes to the NHS Pension Scheme to the big one - when can I retire.
This podcast is for information only and does not constitute financial advice. For more information go to www.wesleyan.co.uk.
The tax treatment depends on the individual circumstances of each client 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.
Calls may be recorded to help us provide, monitor and improve our services to you.