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 24, 2023
Tuesday Oct 24, 2023
In this episode, Graham Leyfield, the Wesleyan Financial Services Account Manager who works with GPs and GP practices around the country, is talking about practice protection. In particular he covers locum insurance and Wesleyan’s Practice Protector Plus product, which provides cover for practices who may be missing key members of staff.
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
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
In this edition we look at Primary Care Networks and the financial risks they face.
Doing the talking are Paul Forder and Simon Appleyard, who are both Regional Managers for Wesleyan Financial Services, and Account Graham Leyfield who specialises in Locum and Practice protection for GPs and GP practices around the country.
Wesleyan Financial Services is a broker and insurance products are provided by a number of insurers. Limits, exclusions and charges do apply. 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
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
Listen in to our latest podcast with Simon Cosgrove, Dental Specialist Financial Adviser at Wesleyan Financial Services, where we talk about the pros and cons of pension switching and consolidation for dentists.
Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. This podcast is for information only and isn’t financial or legal 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.
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
Laura Whyte and Katrina Rees, Area Sales Manager for Practice Plan, talk about what dentists can expect to happen to their income when moving from the NHS to private practice.
As more and more dental practices shift from NHS to private work, maintaining and increasing their income is obviously vital, and Katrina has worked with a lot of practices that have gone through this process and is sharing her knowledge here.
This podcast is for information only and isn’t financial or legal 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.
Practice Plan Limited (Registered in England and Wales No. 03089948). Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS. Telephone number: 01691 684120. Website: www.practiceplan.co.uk
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
In this edition, Laura Whyte is talking to Wesleyan Financial Services Specialist Financial Advisers for Dentists, Nick Wilton about changes to the self employed status of Associate Dentists. They’ll be discussing the financial risks being missed by practice owners, particularly the question of whether associates are employed or self employed and the importance of contracts and practice agreements.
This podcast is for information only and isn’t financial or legal 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
Thursday Apr 06, 2023
Thursday Apr 06, 2023
In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Paul Barnfather about the 2023 Spring Budget and how the changes to Annual and Lifetime Allowances will impact those planning for retirement.
This podcast is for information purposes and should not be taken as financial advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
You can find out more about Wesleyan at www.wesleyan.co.uk
Monday Apr 03, 2023
Monday Apr 03, 2023
In this episode, two Wesleyan Financial Services Specialist Financial Advisers, Phillip Carpenter and Diane Taylor, talk about how important planning for retirement is for teachers.
They’ll be discussing pension changes that have impacted teachers in recent years, as well as a quick update on the changes made in the Spring 2023 Budget.
This podcast is for information purposes and should not be taken as financial advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
You can find out more about Wesleyan at www.wesleyan.co.uk
Monday Apr 03, 2023
Monday Apr 03, 2023
In this edition, we hear from two Wesleyan Financial Services Specialist Financial Advisers Martin Boaler and Alison Tarrant who will be talking about important planning for retirement is for medics.
They discuss pension changes that have affected hospital doctors and GPs, the latest developments around the McCloud Judgement and the importance of not just making plans, but also regularly reviewing them.
This podcast is for information purposes and should not be taken as financial advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
You can find out more about Wesleyan at www.wesleyan.co.uk
Tuesday Feb 28, 2023
Tuesday Feb 28, 2023
In this episode Laura Whyte is joined by Wesleyan Financial Services Specialist Financial Adviser Magdelena Harding. They're talking about allowances that are available for tax-efficient savings alongside how the autumn statement delivered by Jeremy Hunt in 2022 will impact those in future.
This podcast is for information purposes and should not be taken as financial advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
The Financial Conduct Authority does not regulate Inheritance Tax Planning and Trusts.
You can find out more about Wesleyan at www.wesleyan.co.uk
Thursday Jan 19, 2023
Thursday Jan 19, 2023
In this episode, Laura Whyte and Wesleyan Financial Services Regional Manager Neil Richardson look at how the current landscape is impacting dentists' NHS pensions.
The look at the current high inflation, how the aftershocks of the government's Autumn Statement are still being felt and look ahead to the next financial year.
This podcast is for information purposes and should not be taken as financial advice.
You can find out more about Wesleyan at www.wesleyan.co.uk