Wesleyan Financial Services provide tailored financial planning at every stage of your professional life – whether you’re newly qualified, mid-career or approaching retirement. Your local Specialist Financial Advisor works with GP's and Primary Care Professionals, so has a clear insight into your unique career path and the challenges you face.
We also have the Wesleyan Members’ Advisory Board and Junior Advisory Board, which includes experts on your profession, who provide additional guidance on our policies and services, to ensure they meet your needs.
You can book a no-obligation review with your Specialist Financial Adviser at a time and place that works best for you, giving you ample opportunity to discuss any financial needs you may have. We can also arrange lunch & learns for your practice or across the PCN designed to provide an overview of certain subjects, depending on the needs of practice staff.
Some of the areas we can help with individually include pension advice and retirement planning; savings and investment options; financial protection for you and your family; plus finding the right mortgage. We also provide advice for your practice around data protection assessments, business protection including cyber insurance, locum cover and new GP partner onboarding. We look forward to meeting you at MIMS Learning Live 2024.
To find out more, please come and meet us at our stand!. Alternatively, you can email me at [email protected] to find out more.
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