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
Apr 3, 2023
Apr 3, 2023
16 min
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
Feb 28, 2023
Feb 28, 2023
10 min
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
Jan 19, 2023
Jan 19, 2023
12 min
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
Aug 31, 2022
Aug 31, 2022
17 min
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
Aug 10, 2022
Aug 10, 2022
10 min
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.
Aug 3, 2022
Aug 3, 2022
12 min
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
Jun 29, 2022
Jun 29, 2022
22 min
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
Jun 16, 2022
Jun 16, 2022
19 min
Recorded 7 June 2022
In this episode, Wesleyan's Director of Investments Martin Lawrence and Head of Investments Marc O'Sullivan discuss the latest news on investments, inflation and the economy at large.
This podcast is for information purposes only and shouldn’t be taken as financial advice. Also, when considering investments, past performance is no indication of that will happen in the future and the value of investments can go down as well as up, meaning you could get back less than you invested and your capital is at risk.
You can find out more about Wesleyan at www.wesleyan.co.uk
Jun 15, 2022
Jun 15, 2022
28 min
In this episode, 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
This podcast is for information purposes only and does not constitute financial advice. If listening to this you want to learn more about how Wesleyan can help you, I’ll be back at the end to give you more details.
You can find out more about Wesleyan at www.wesleyan.co.uk.
Jun 8, 2022
Jun 8, 2022
19 min
In this episode, Laura Whyte talks to Laura Hannon from the BDA Benevolent Fund about a survey it has recently carried out for dental students.
Learn more about the BDA Benevolent Fund at www.bdabenelvolentfund.org.uk.
You can find out more about Wesleyan at www.wesleyan.co.uk