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 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.
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
This episode, by Wesleyan Financial Services, covers what happens to your estate when you die.
It covers everything from from inheritance tax to working out what will happen to your practice or business
This podcast is for information only and doesn’t constitute financial advice. To talk to a Wesleyan Financial Services Specialist Financial Adviser 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.
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 the future.
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.
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
In this edition, Iain Stevenson, Wesleyan Financial Services Head of Dental, talks to Steve O’Connor, Associate Director of Christie & Co, a specialist business property adviser to dental professionals.
They discuss Christie & Co’s recently published Business Outlook and what it means for dentists and their business and personal finances.
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. 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 Jan 29, 2024
Monday Jan 29, 2024
In this edition, we head to university as Will Corlett-Moss and Wesleyan Financial Services Specialist Financial Adviser David Baker talk about pensions for those who work in higher education, in particular the Universities Superannuation Scheme.
This podcast is for information only and isn’t financial advice.
You can find out more about Wesleyan at www.wesleyan.co.uk.
‘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. The value of investments may go down as well as up, meaning you may get back less than you invest. 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.
Friday Jan 26, 2024
Friday Jan 26, 2024
In this episode, Monica Pacult talks to Rebecca Johnson, a Specialist Financial Planner at Wesleyan Financial Services.
They cover the importance of business agreements for dentists and how they improve business continuity, resolving disputes and overall planning for the future, as well as touching upon legacy planning and how it impacts the individuals personally.
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.
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 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 Jan 04, 2024
Thursday Jan 04, 2024
In this episode, Monica Pacult is talking to legal consultant Sunita Jordan.
Sunita specialises in assisting the dentistry profession after beginning her career at the British Dental Association before setting up on her own, providing legal advice to practices before eventually buying into and managing a dental practice herself.
This podcast is for information only and doesn’t provide either financial or legal advice.
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
Friday Nov 17, 2023
Friday Nov 17, 2023
In this special edition for International Men's Day we talk to colleagues from across the Wesleyan Group about issues impacting them as men, covering everything from flexible working with a young family to infertility support, the male menopause and prostate cancer.
You can find out more about careers at Wesleyan at careers.wesleyan.co.uk and Wesleyan’s financial advice and products at www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at:
- Apple
- Spotify
- Amazon / Audible
- Podbean
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
In this episode, Monica Pacult talks to professional footballer turned to Wesleyan Financial Services Specialist Financial Adviser Craig Barr.
They cover his former career on the pitch, as well as what made him hang up his boots to become an adviser and what he enjoys most about his new role.
This podcast is for information only and isn’t financial advice. Please note: Specialist Financial Advisers referred to throughout the podcast are part of Wesleyan Financial Services.
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’ 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.
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
It’s back to basics in this episode as we outline the benefits of financial advice. Alec Collie, Wesleyan Financial Services Head of Medical talks to regional manager Wendy Baillie beginning with the simple question ‘Why choose Wesleyan?’ and delve deeper into financial planning after that.
This podcast is for information only and isn’t financial advice.
Please note: Specialist Financial Advisers referred to throughout the podcast are part of Wesleyan Financial Services. You can find out more about Wesleyan at www.wesleyan.co.uk.
‘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.
Wednesday Nov 08, 2023
Wednesday Nov 08, 2023
In this episode, Will Corlett-Moss and Wesleyan Financial Services Specialist Financial Adviser William Adams talk about the Teachers Pension Scheme, how it works, it’s benefits and how and when they Teachers can start to get it. This podcast is for information only and isn’t financial advice.
Please note: Specialist Financial Advisers referred to throughout the podcast are part of Wesleyan Financial Services.
You can find out more about Wesleyan at www.wesleyan.co.uk.
‘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. Mortgages are not regulated by the FCA. The value of investments may go down as well as up, meaning you may get back less than you invest. 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.