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 Oct 07, 2025
Tuesday Oct 07, 2025
In part five of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove talks about when surplus funds are sleeping, it's time for a wake up call.
The value of your investment can go down as well as up and you may get back less money than you invested.
This podcast is for information purposes 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.
Tuesday Oct 07, 2025
Tuesday Oct 07, 2025
In part four of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove explains how all it takes for problems to emerge is a single domino to fall.
Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.
This podcast is for information purposes 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.
Tuesday Oct 07, 2025
Tuesday Oct 07, 2025
In part three of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove looks at how one loose legal thread can pull apart your partnership.
Wesleyan Financial Services Limited is a broker and insurance products are provided by a number of selected insurers.
This podcast is for information purposes 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.
Tuesday Oct 07, 2025
Tuesday Oct 07, 2025
In part two of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove looks at how growing your business isn’t always a straight line.
Wesleyan Financial Services is a credit broker not a lender. Please note the Financial Conduct Authority (FCA) does not regulate commercial mortgages.
This podcast is for information purposes 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.
Tuesday Oct 07, 2025
Tuesday Oct 07, 2025
In part one of the ten financial truths every dental practice owner should know, Wesleyan Financial Services Regional Manager Simon Cosgrove talks about how one-size-fits-all advice doesn’t fit dental practices.
This podcast is for information purposes 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.
Wednesday Sep 10, 2025
Wednesday Sep 10, 2025
In this episode, brought to you by Wesleyan Financial Services, Regional Manager Oonagh Morrison talks to Monica Pacult about Pension Awareness Week and some things teachers need to be aware of as they plan for retirement, whether that’s imminent or still some way off.
In particular, they look at the importance of understanding the benefits of the Teachers Pension Scheme and why having a financial review is so important.
This podcast is for information only and doesn't constitute financial advice. Subscribe wherever you download your podcasts.
For more information go to www.wesleyan.co.uk
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.
Charges may apply. Learn more about our charges at www.wesleyan.co.uk/charges.
Thursday Aug 21, 2025
Thursday Aug 21, 2025
In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser Richard Ollive looks at how we work hand in hand with our colleagues at Practice Plan with one of their Regional Support Managers Donna Hall.
They discuss how they support dental practice owners, associates, and their teams with a wide range of financial needs, from NHS pensions and personal and commercial protection, to ensuring steady income and promoting financial wellbeing.
This podcast is for information only and does not constitute financial advice. For more information go to Wesleyan.co.uk.
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.
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.
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.
Wednesday Aug 13, 2025
Wednesday Aug 13, 2025
In part two of this special podcast to celebrate South Asian Heritage Month, Jeevan Gosal, Dalbir Jubilee, Nabeel Khan and host Ajay Saini delve deeper into their family and cultural backgrounds - and almost inevitably spend a fair amount of time talking about food and the important part it plays at home and in the community.
To find out more about Wesleyan go to https://www.wesleyan.co.uk
Wednesday Aug 13, 2025
Wednesday Aug 13, 2025
In this special two-part podcast to celebrate South Asian Heritage Month, four Wesleyan colleagues share what the theme of 'Roots to Routes' means to them, discuss their South Asian heritage, what it means to them and how it impacts them at work, as well as at home.
Around the table are Jeevan Gosal, Dalbir Jubilee, Nabeel Khan and host Ajay Saini, who are all involved in the Employee Network Groups at Wesleyan.
To find out more about Wesleyan go to https://www.wesleyan.co.uk
Friday Aug 08, 2025
Friday Aug 08, 2025
In this episode, brought to you by Wesleyan Financial Services' Retirement Club, Marie Williams-Cooke talks to Specialist Financial Adviser Morna Beattie about the benefits to dentists of drip feeding pensions, which essentially means making regular payments into a pension pot rather than using large lump sums.
They discuss the tax benefits of this and how much easier it is for them to plan their finances and - ultimately - their date for retirement.
As a reminder, this podcast is for information only and doesn’t constitute financial advice. To learn more about Wesleyan go to https://www.wesleyan.co.uk
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.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.