The Wesleyan Podcast

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.

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.

 

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.

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.

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.

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.

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.

In this episode, brought to you by Wesleyan Financial Services, we take our first look at the new Labour government and how the changes after the general election will impact dentists and their practices.

It is presented by Wesleyan Financial Services’ Head of Dental Iain Stevenson and Nigel Jones, Sales Director of the Practice Plan Group, which is part of Wesleyan.

For more information go to Wesleyan.co.uk and PracticePlan.co.uk.

This podcast is for information only and doesn’t constitute financial advice. Bear in mind the value of investments can go down as well as up, meaning you many 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. Calls may be recorded to help us provide, monitor and improve our services to you.

 

In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser for dental professionals, Paul Barnfather talks to to Connor Bryan from Carter Bond Solicitors about issues surrounding NHS contracts when principal dentists start planning for their retirement.

 

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

 

Wesleyan Financial Services Ltd (Registered in England and Wales No. 1651212) is authorised and 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.

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.

In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, one of our business to business account managers, will talk you through how she works to bring businesses and suppliers, such as lawyers and accountants, together with our dental practice clients.

This podcast is for information only and doesn’t constitute financial or business advice. For more information go to 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. Calls may be recorded to help us provide, monitor and improve our services to you.