SPECIALIST FINANCIAL ADVICE FOR GP PROFESSIONALS
Financial advice from the experts
Wesleyan provides tailored financial planning at every stage of your professional life – whether you are newly qualified, well established in your career or retired.
No obligation financial reviews can be done at a time and location that works best for you.
In-depth insight into the medical profession
Your local Financial Consultant deals exclusively with GP professionals and practices.
We understand that you have a unique career path with different financial needs at each stage and you can have complete confidence in our service.
Advisory Boards
To make sure we keep fully up-to-date with the changing issues you face, we consult with experts from both the Wesleyan Members’ Advisory Board and Junior Advisory Board.
Collectively they give us an insight into the needs of GPs and guide the development of our services.
Retirement planning
Changes to pensions in recent years mean it’s even more important to review your retirement plans regularly.
Whether you are pre, at or post retirement, we can discuss the wide number of choices open to you and help to maximise your income for the years ahead.
Inheritance Tax planning
We provide advice on how to reduce the tax burden on those inheriting your estate though the use of Trusts and gifts.
NHS Pension Scheme
Our Financial Consultants have an in-depth understanding of the NHS Pension Scheme and can advise you how to make the most of the range of benefits available.
Savings and Investments
Our enhanced investment advice service offers you a greater range of options and more in-depth advice than ever before.
Your Financial Consultant can assess your risk profile and savings objectives to give you all the information you need and will be on hand to keep your plans on track.
A choice of regular and lump sum savings and investment plans are available to suit your personal circumstances and objectives such as ISAs, Unit Trusts and Bonds.
Protection for you and your family
We can arrange tailored income protection to provide you with a regular income in the event of illness or injury. View information leaflet. In addition, we offer critical illness cover which provides a lump sum payment on diagnosis of a pre-defined condition.
We can also give advice on the best way to protect your family from financial hardship if you were to die prematurely.
Mortgages*
We offer a comprehensive range of mortgages from across the market. We can give mortgage advice and personal assistance with your application. View information leaflet
Free financial planning seminars
Our Financial Consultants can deliver a range of free educational presentations at practices or local events. Selected presentations are eligible for verifiable Continuing Professional Development (CPD).
To request your appointment or arrange your seminar, please email financial.review@wesleyan.co.uk or call 0800 980 6360, quoting reference 80762.
Alternatively, you can contact your local Financial Consultant directly:
Greg Hendricks – West Wales
greg.hendricks@wesleyan.co.uk
07717 224 500
Gareth Saunders – East Wales
gareth.saunders@wesleyan.co.uk
07827 821 852
*Your property may be repossessed if you do not keep up repayments on your mortgage.
Advice is provided by Wesleyan Financial Services Ltd. ‘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. The Financial Conduct Authority does not regulate Inheritance Tax Planning. Wesleyan Bank Ltd (Registered in England and Wales No. 2839202) is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register No. 165116). Wesleyan Financial Services Ltd and Wesleyan Bank Ltd 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. Incorporated in England and Wales by Private Act of Parliament (No. ZC145). Registered Office for all of the above Group companies is: Colmore Circus, Birmingham B4 6AR. Telephone calls may be recorded for monitoring and training purposes.