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
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.
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