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 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.
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