
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

Jul 3, 2026
Jul 3, 2026
21 min
In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, one of our B2B Partnership Account Managers, and Graham Hutton dental specialist financial adviser, are joined by Kim Campbell, a partner at Thornton’s Law They’ll be talking about why Scottish dental practices need robust legal agreements and financial protection.
The discussion will cover partnership and shareholder agreements, cross-option arrangements, and insurance to ensure continuity during illness or death. They’ll also explain why using specialist solicitors, accountants, and financial planners prevents costly disputes, supports tax efficiency, and safeguards families, business stability, and long-term practice success overall.
This podcast is for information only and does not constitute financial advice.
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. VAT number 487282114.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.

Jun 23, 2026
Jun 23, 2026
22 min
In this episode, brought to you by Wesleyan Financial Services, Suki Singh, Area Manager for Practice Plan, speaks to Iain Stevenson, Head of Dental at Wesleyan Financial Services about the financial and legal impacts of moving to private practice, highlighting the importance of early planning, replacing NHS benefits, and having the right agreements and specialist advice in place.
This podcast is for information only and does not constitute financial advice.
‘WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Advice is provided by Wesleyan Financial Services who is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society.
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. VAT number 487282114
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Practice Plan Limited (Registered in England and Wales No. 03089948) is a part of the Wesleyan Group. VAT number 864451119
Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS Telephone: 01691 684120. Website: www.practiceplan.co.uk. Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited.

Apr 22, 2026
Apr 22, 2026
14 min
In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, Business to Business Account Manager talks to Wesleyan Financial Services Specialist Financial Adviser Graham Hutton and Chris Gardiner, Private Client Lawyer at Thornton’s Law, about why Estate Planning is so important for Dentists.
They discuss complex assets, the risks of poor planning and the need for aligned legal and financial advice to protect families, ensure business continuity and minimise tax.
This podcast is for information only and does not constitute financial advice.
Tax treatment depends on your individual circumstances and may be subject to change in future. Please note the Financial Conduct Authority (FCA) does not regulate inheritance tax planning and trusts.
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. VAT number 487282114

Mar 18, 2026
Mar 18, 2026
18 min
In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser Dan Atkins and Practice Plan Regional Support Manager Donna Hall discuss why 2026 is a crucial time for dental practices to review their finances.
They explore rising costs, reduced patient spending, and NHS reforms, highlighting the importance of income protection, tax efficiency, financial reserves, and early retirement and exit planning.
To find out more go to https://www.wesleyan.co.uk
This podcast is for information only and does not constitute financial advice.
Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest. Tax treatment depends on your 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 https://www.wesleyan.co.uk/charges.
Practice Plan Limited (Registered in England and Wales No. 03089948) is a part of the Wesleyan Group. Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS Telephone number: 01691 684120. Website: www.practiceplan.co.uk.
Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited.

Feb 25, 2026
Feb 25, 2026
14 min
In this podcast, brought to you by Wesleyan Financial Services, Natasha Davis, one of our B2B Partnership Account Managers talks to Specialist Financial Adviser Paul Griffiths and John Males of Watson Finance about the new ‘Making Tax Digital for Income Tax’ rules that come into effect from from April 2026.
As well as giving an overview of the changes, they also discuss quarterly reporting, unchanged payment timings, compliant software, separate business banking, and how visibility supports tax and pension planning for self-employed dentists overall.
This podcast is for information only and does not constitute financial advice.
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.

Feb 9, 2026
Feb 9, 2026
23 min
Wesleyan Financial Services Specialist Financial Adviser Stephen Lart talks to Jawad Anjum, Founder and MD of the Stanford Group, about the work and advice that is needed to buy, build and, in some cases, ultimately sell a dental practice.
This podcast is for information only and does not constitute financial advice.
Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest.
Tax treatment depends on your individual circumstances and may be subject to change in future.
Commercial Mortgages are not regulated by the Financial Conduct Authority (FCA).
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.

Feb 2, 2026
Feb 2, 2026
24 min
In this episode, brought to you by Wesleyan Financial Services, Carly Millan-Page, one of our B2B Partnership Account Managers talks to Specialist Financial Adviser Morna Beattie and Anna Coff of EQ Accountants and about the new ‘Making Tax Digital for Income Tax’ rules that come into effect from from April 2026.
The chat includes discussion on income thresholds, quarterly reporting, key deadlines and how dentists can turn compliance into a strategic financial advantage.
This podcast is for information only and does not constitute financial advice.
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.

Jan 14, 2026
Jan 14, 2026
26 min
In this episode, brought to you by Wesleyan Financial Services, partnership account manager Carly Millan Page talks to specialist Financial Planner Graham Hutton, along with and Connor Bryan and Louisa Slimm of Carter Bond Solicitors, about why partnership agreements are vital for dental practices.
They explain how they protect NHS contracts, define partners’ roles, manage disputes, illness, or death, and safeguard business value, as well as the importance of regularly reviewing them.
This podcast is for information only and does not constitute financial advice.
For more information 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.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.

Jan 14, 2026
Jan 14, 2026
23 min
In this episode, brought to you by Wesleyan Financial Services, Head of Dental Iain Stevenson reviews the 2025 Autumn Budget’s impact on dentists along with Specialist Financial Planner Rebecca Johnson and Regional Manager Neil Richardson dental Regional Manager both of Wesleyan Financial Services.
This podcast is for information only and does not constitute financial advice.
For more information go to https://www.wesleyan.co.uk.
Please remember the value of investments, and any income can go down as well as up and you may get back less than you invest. Tax treatment depends on your 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 https://www.wesleyan.co.uk/charges.

Jan 14, 2026
Jan 14, 2026
22 min
In this episode, brought to you by Wesleyan Financial Services, Regional Manager Neil Richardson talks to Marie Williams-Cooke about what dentists need to consider about their pension and retirement planning when they move from the NHS to private practice.
In particular, they look at the benefits they’ll lose as part of the NHS pension scheme and how to replace them.
For more information go to https://www.wesleyan.co.uk
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.
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.
