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 Mar 12, 2025
Wednesday Mar 12, 2025
In this episode, brought to you by Wesleyan Financial Services’ Retirement Club, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dental practice owners can start planning their exit strategy as they approach retirement.
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. 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.
Charges may apply. Learn more about our charges at www.wesleyan.co.uk/charges.
Monday Mar 03, 2025
Monday Mar 03, 2025
In this episode, brought to you by Wesleyan Financial Services, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dentists keep hold of their hard-earned income in a tax efficient way.
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
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.
Inheritance Tax planning is not regulated by the Financial Conduct Authority (FCA).
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. Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Friday Feb 21, 2025
Friday Feb 21, 2025
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Will Adams about financial planning for teachers.
They cover the most commonly asked questions teachers have about their pensions and retirement, from when can they retire to what benefits do they have as part of the Teachers Pension Scheme if they suddenly fell ill.
This podcast is for information only and isn’t financial advice.
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.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Thursday Jan 30, 2025
Thursday Jan 30, 2025
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult and Regional Manager Oonagh Morrison talk about the value of financial advice for teachers.
They consider the kinds of plans financial advisers can come up with during a financial review, what solutions could be best for customers, and why it’s important to speak to someone well before retirement comes around.
This podcast is for information only and doesn’t constitute financial advice.
Charges may apply. Learn more about our charges at 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.
Monday Nov 25, 2024
Monday Nov 25, 2024
Wesleyan Financial Services Regional Manager Simon Cosgrove talks to Monica Pacult about the recent Autumn Budget and what it might mean to dentists across the country.
They’ll cover the big issues like the changes to Employers National Insurance Contributions and capital gains tax as well as other measures you might have missed and how they will impact on the day to day lives of dentists and their practices.
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
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. 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.
Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.
Wednesday Oct 16, 2024
Wednesday Oct 16, 2024
In this episode, brought to you by Wesleyan Financial Services’ Retirement Club, Regional Managers Wendy Baillie and Simon Cosgrove, as well as Mike Blenkham from accountancy firm UNW, discuss how to ensure your financial position is in the best possible place when you come to retire.
This podcast is for information only and doesn't constitute financial advice.
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’ 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.
Thursday Oct 03, 2024
Thursday Oct 03, 2024
In this episode, brought to you by Wesleyan Financial Services, Regional Manager Simon Cosgrove talks to Mike Blenkham from accountancy firm UNW about why it’s important for dentists to understand the goodwill value of their practice and why it’s one of the biggest assets they have.
This podcast is for information only and doesn’t provide either financial or business advice. You can find out more about Wesleyan at https://www.wesleyan.co.uk.
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 Sep 12, 2024
Thursday Sep 12, 2024
Iain Stevenson, Wesleyan Financial Services Head of Dental and Regional Manager Neil Richardson are joined by Christie & Co's Head of Dental, Joel Mannix.
Christie & Co are a specialist business property adviser to dental professionals and this conversation covers their Dental Market Review and what they, and we here at Wesleyan, are hearing about what’s currently impacting practices around the country and what help is available to them.
As always, this podcast is for information only and doesn’t provide either financial or business planning advice. For more information about Wesleyan 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.
Wednesday Aug 28, 2024
Wednesday Aug 28, 2024
Wesleyan Financial Services Specialist Financial Adviser Karen Watson-Brown talks to Monica Pacult about retirement planning for dentists, in particular looking at the option of partial retirement versus retiring, then returning to work and how both options will impact pensions.
For more information go to https://www.wesleyan.co.uk.
This podcast is for information purposes only and does not constitute financial advice.
Tax treatment depends on individual circumstances and may be subject to change in the 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 Aug 07, 2024
Wednesday Aug 07, 2024
Graham Leyfield, Wesleyan Financial Service’s Group Locum Account Manager talks to Regional Manager for our medical customers Paul Forder and Kabir Ahmed, Wesleyan’s GI Commercial Manager about commercial issues impacting GPs and how Wesleyan is here to help them.
For more information go to https://www.wesleyan.co.uk.
This podcast is for information purposes only and does not constitute financial advice. Bear in mind the value of investments can go down as well as up, meaning you may get back less than you invest. Capital at risk. Tax treatment depends on individual circumstances and may be subject to change in the 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.