The Wesleyan Podcast

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.

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.

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.

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

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

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.

In this episode, brought to you by Wesleyan Financial Services, Monica Pacult and Oonagh Morrison, Regional Manager for our education segment, talk about why the summer break is a great time for teachers to take some time to think about their finances.

This podcast is for information only and does not constitute financial advice.

For more information about Wesleyan and to book an appointment with a specialist financial adviser 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 wesleyan.co.uk/charges.

In this podcast, brought to you by Wesleyan Financial Services, Monica Pacult and Oonagh Morrison, Regional Manager for our education segment, talk about retirement options for teachers and the plans they need to put in place so they can choose the right time to stop working and leave the classroom behind.

This podcast is for information only and doesn’t constitute financial advice. To find out more about Wesleyan 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.

In this episode, brought to you by Wesleyan Financial Services, Head of Dental Iain Stevenson and Suki Singh, Area Sales Manager at Practice Plan talk about the importance of putting partnership agreements in place.

This podcast is for information only and does not constitute financial advice.

For more information about Wesleyan go to wesleyan.co.uk, and to learn more about Practice Plan go to practiceplan.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.

 

In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page talks to specialist financial adviser Graham Hutton, Jonathan Wilson, director of medical at Christie & Co and Shaun Watts, head of unsecured and asset finance at Christie Finance to discuss how dentists can successfully plan for the sale of their practice for 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 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.