Wesleyan Financial Services

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 Financial Services

Contact details

Colmore Circus Queensway, BirminghamB4 6AR financialreview@wesleyan.co.uk http://www.wesleyan.co.uk/ip2022

Financial advice for doctors

Wesleyan Financial Services provide expert financial advice to doctors from early-career into retirement and beyond. Through specialist financial advisers, they’ve helped many doctors plan for a brighter financial future in a range of areas tailored to suit your personal circumstances and aspirations.  

As a mutual organisation with no shareholders and over 180 years’ experience, Wesleyan Assurance Society focuses entirely on its members, and you can have confidence that your finances are in safe hands.

Below are just some of the areas that your local financial adviser can support you with:

Retirement planning – Whether you are at pre- or post-retirement, they can help. They have an in-depth understanding of the NHS Pension Scheme – including legacy schemes and the Government’s announcement to remove age discrimination from 2015’s reformed NHS Pension Scheme; plus the impact of the Annual Allowance and Lifetime Allowance.

Inheritance Tax planning – Wesleyan can advise on how to reduce the tax burden on those inheriting your estate, through the use of trusts and gifts.^

Savings and investments – From cash or stocks and shares ISAs to investment bonds, they can advise you on various options to suit your individual needs.

Fee-free mortgage advice* – They offer a comprehensive range of mortgages from across the market, giving advice and personal assistance with your application.

Income protection – They can recommend an income protection plan that supports you with a regular income in the event that you are unable to work due to illness or injury. Especially important if you are a locum or are a retired GP who has returned to work to offer support through COVID-19.

Business planning – They offer specialist advice on locum and business expenses cover, partnership and shareholder protection, plus key person insurance to help keep your business running smoothly should you lose a vital member of the team unexpectedly. On a commercial basis, we provide competitive surgery insurance, mortgage options* and commercial investment solutions.**

Watch their short clip below as they explain how they can support professionals through every stage of their life and make the most of finances.

 

Follow them on social media:

twitter.com/wesleyan/  

www.facebook.com/wesleyanAS 

www.linkedin.com/company/wesleyan/

 

^Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

* Wesleyan Financial Services acts as a broker for mortgages and will be paid a fee by the mortgage lender upon completion of the loan. There are charges for investment advice and other services. Your mortgage is secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.

** Investment advice is provided by Wesleyan Financial Services. The commercial investment solutions are provided by Wesleyan Unit Trust Managers. Please remember the value of investments can go down as well as up and you may get back less than you invest.

‘WESLEYAN’ is a trading name of the Wesleyan Group of companies.
Wesleyan Unit Trust Managers Ltd (Registered in England and Wales No. 2114859) is authorised and regulated by the Financial Conduct Authority. Wesleyan Financial Services Ltd. (Registered in England and Wales No 1651212) is authorised and regulated by the Financial Conduct Authority. Wesleyan Unit Trust Managers Ltd and Wesleyan Financial Services are wholly owned by Wesleyan Assurance Society which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation 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 Unit Trust Managers Ltd is also a member of The Investment Association.