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 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
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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
Wednesday Aug 31, 2022
Wednesday Aug 31, 2022
In this episode, Laura Whyte talks to Wesleyan Financial Services Regional Manager Michael Copeland about some research that’s been carried out around dentists and their retirement plans. The podcast also ties in with Pensions Awareness Week, which this year takes place between 12 and 16 September.
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
Wednesday Aug 10, 2022
Wednesday Aug 10, 2022
In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Simon Cosgrove about how dentists can speed up their retirement process.
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.
Wednesday Aug 03, 2022
Wednesday Aug 03, 2022
In this episode, Simon Appleyard, one of Wesleyan Financial Services Regional Manager talks to Julia Blakiston, a Specialist Financial Adviser for medical customers, about why financial planning is so important.
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
Wednesday Jun 29, 2022
Wednesday Jun 29, 2022
In this episode, Laura Whyte talks to Wesleyan Financial Services Specialist Financial Adviser Karen Watson-Brown about research we’ve done into the top financial concerns for female dentists in the UK. The conversation covers:
- How to maximise retirement savings
- Where’s best to save your money for different objectives
- Where you can get funding for professional development
- What you can do to financially support children or grandchildren
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