The Wesleyan Podcast provides tips and information for Doctors, Dentists, Teachers and Lawyers 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
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Will Adams about income protection for teachers. You can find out more about Wesleyan at https://www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at: Apple Spotify Amazon / Audible Podbean Bear in mind the value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in future. 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 https://www.wesleyan.co.uk/charges.
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Specialist Financial Adviser Oonagh Morrison about how important it is for teachers to get into the habit of saving and investing for the future, and how to make it possible no matter what their income. 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 Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. 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. Charges may apply. Learn more about our charges at www.wesleyan.co.uk/charges.
In this episode, brought to you by Wesleyan Financial Services, Marie Williams-Cooke talks to regional manager Neil Richardson and B2B Account Manager Carly Millan Page talk about how important it is for dentists to take an overall look at their business and personal finances as they plan for the future. They cover aspects of financial planning and how Wesleyan works with other partner organisations, such as lawyers, accountants and lenders to ensure dental customers get the best possible outcomes. This podcast is for information only and doesn't constitute financial advice. To find out more about Wesleyan and to book an appointment go to http://www.wesleyan.co.uk. Charges may apply. Learn more about our charges at http://www.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.
In this episode, brought to you by Wesleyan Financial Services', Marie Williams-Cooke and our Head of Dental Iain Stevenson explore the concept of the ‘nest egg' and its significance for dental professionals, and provide valuable insights into effective saving strategies. From inflation impacts to investment options, they discuss how to build a robust financial plan for your future. This podcast is for information only and does not constitute financial advice. To find out more go to wesleyan.co.uk. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in future. 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, Specialist Financial Adviser Stephen Lart and Practice Plan Regional Support Manager Emma Flunt, talk to Marie Williams-Cooke about some of the key points that came out of the Chancellor's recent Spring Statement and what it might mean for dentists and dental practice owners. This podcast is for information only and doesn't constitute financial advice. To find out more, go to wesleyan.co.uk. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in future. 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 www.wesleyan.co.uk/charges.
In this episode, brought to you by Wesleyan Financial Services, Laura Whyte talks to HR and Employment Solicitor Sarah Buxton about research carried out by Wesleyan about the financial concerns faced by female dentists. This podcast is for information only and doesn't constitute advice. For more information about Wesleyan go to www.wesleyan.co.uk 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 www.wesleyan.co.uk/charges.
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Regional Manager Glen Roberts about the kinds of things teachers and educators need to know before the tax year end. In particular they'll be looking at how they can make the most out of any tax allowances, in particular around ISA savings and pensions. For more information go to www.wesleyan.co.uk. This podcast is for information only and doesn't constitute financial advice. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in future. 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, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dental practice owners can start planning their exit strategy as they approach retirement. This podcast is for information only and doesn't constitute financial advice. 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 www.wesleyan.co.uk/charges.
In this episode, brought to you by Wesleyan Financial Services, Marie Williams-Cooke talks to Regional Manager Simon Cosgrove about how dentists keep hold of their hard-earned income in a tax efficient way. 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 This podcast is for information only and doesn't constitute financial advice. Tax treatment depends on individual circumstances and may be subject to change in future. Inheritance Tax planning is not regulated by the Financial Conduct Authority (FCA). 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, Monica Pacult talks to Specialist Financial Adviser Will Adams about financial planning for teachers. They cover the most commonly asked questions teachers have about their pensions and retirement, from when can they retire to what benefits do they have as part of the Teachers Pension Scheme if they suddenly fell ill. This podcast is for information only and isn't financial advice. 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, 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, Head of Division Alec Collie and Regional Manager Wendy Bailie discuss the differences in the various asset classes for those who are looking to make investments. They'll take you from cash, which is linked to the changes of interest rates, right up to investing in equities and the stock market. They'll also explain how you can invest your money and the various vehicles and wrappers involved. For more information go to https://www.wesleyan.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. 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.
In this episode, brought to you by Wesleyan Financial Services, Monica Pacult talks to Wesleyan Financial Services Specialist Financial Adviser Morna Beattie about what life's like for NHS Dentists and their finances in Scotland. They cover the various tax bands in Scotland, the importance of financial planning and some of the main topics dentists are contacting us to talk about. 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 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 week's edition, brought to you by Wesleyan Financial Services, WFS Head of Division Alec Collie and Regional Manager Wendy Baillie talk about retirement and pensions for medics. The pair of them answer some of the most asked questions we get from medics covering everything from changes to the NHS Pension Scheme to the big one - when can I retire. This podcast is for information only and does not constitute financial advice. For more information go to www.wesleyan.co.uk. The tax treatment depends on the individual circumstances of each client 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. Calls may be recorded to help us provide, monitor and improve our services to you.
This episode, by Wesleyan Financial Services, covers what happens to your estate when you die. It covers everything from from inheritance tax to working out what will happen to your practice or business This podcast is for information only and doesn't constitute financial advice. To talk to a Wesleyan Financial Services Specialist Financial Adviser 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. 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 the future. 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 edition, Iain Stevenson, Wesleyan Financial Services Head of Dental, talks to Steve O'Connor, Associate Director of Christie & Co, a specialist business property adviser to dental professionals. They discuss Christie & Co's recently published Business Outlook and what it means for dentists and their business and personal finances. 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. 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 edition, we head to university as Will Corlett-Moss and Wesleyan Financial Services Specialist Financial Adviser David Baker talk about pensions for those who work in higher education, in particular the Universities Superannuation Scheme. This podcast is for information only and isn't financial advice. You can find out more about Wesleyan at www.wesleyan.co.uk.
In this episode, Monica Pacult talks to Rebecca Johnson, a Specialist Financial Planner at Wesleyan Financial Services. They cover the importance of business agreements for dentists and how they improve business continuity, resolving disputes and overall planning for the future, as well as touching upon legacy planning and how it impacts the individuals personally. 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.
In this episode, Monica Pacult is talking to legal consultant Sunita Jordan. Sunita specialises in assisting the dentistry profession after beginning her career at the British Dental Association before setting up on her own, providing legal advice to practices before eventually buying into and managing a dental practice herself. This podcast is for information only and doesn't provide either financial or legal advice. You can find out more about Wesleyan at https://www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at: Apple Spotify Amazon / Audible Podbean
In this special edition for International Men's Day we talk to colleagues from across the Wesleyan Group about issues impacting them as men, covering everything from flexible working with a young family to infertility support, the male menopause and prostate cancer. You can find out more about careers at Wesleyan at careers.wesleyan.co.uk and Wesleyan's financial advice and products at www.wesleyan.co.uk and listen and subscribe to The Wesleyan Podcast at: Apple Spotify Amazon / Audible Podbean
In this episode, Monica Pacult talks to professional footballer turned to Wesleyan Financial Services Specialist Financial Adviser Craig Barr. They cover his former career on the pitch, as well as what made him hang up his boots to become an adviser and what he enjoys most about his new role. 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
It's back to basics in this episode as we outline the benefits of financial advice. Alec Collie, Wesleyan Financial Services Head of Medical talks to regional manager Wendy Baillie beginning with the simple question ‘Why choose Wesleyan?' and delve deeper into financial planning after that. 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.
In this episode, Will Corlett-Moss and Wesleyan Financial Services Specialist Financial Adviser William Adams talk about the Teachers Pension Scheme, how it works, it's benefits and how and when they Teachers can start to get it. 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.
In this episode, we travel to Belfast to speak to talk to Sarah Lyons and Brenda Baig, two Wesleyan Financial Services Specialist Financial Advisers, about the financial concerns of medics in Northern Ireland. The pair of them cover a wide range of topics that are impacting doctors in Northern Ireland such as retirement planning and the benefits of the NHS Pension Scheme and how Wesleyan has a huge insight into their profession. 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
In this episode, Laura Whyte is joined by Neil Richardson, Regional Manager for Dentists at Wesleyan Financial Services, and Olivia Miller, one of its Specialist Financial Advisers. hey're talking about financial planning for young dentists and cover the important topics like income protection, mortgages, savings and retirement planning. 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
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
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
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
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
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
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
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
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
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
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
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. To find out more about Wesleyan's NHS Pension Assessment, go to Wesleyan.co.uk/campaigns/nhs-pension-assement. 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
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.
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
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
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
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.
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