Business Details
Specialist Financial Advice for Healthcare & Education Professionals
Since 1841, we have been dedicated to creating brighter financial futures for professionals in healthcare, education, and beyond. Our team of over 250 Specialist Financial Advisers provides tailored guidance on pensions, investments, insurance, and business planning, drawing on decades of sector-specific expertise. We combine award-winning investment management with a commitment to lifelong partnership, offering impartial advice to help clients navigate every stage of their financial journey. Our services are designed to address the unique needs of doctors, dentists, and teachers, from NHS pension assessments to commercial investments. With a 94% customer satisfaction rating in 2024, we prioritise transparency, ethical standards, and client-centric solutions. Our heritage as part of the Wesleyan Group ensures access to robust financial products, including tax-efficient ISAs and retirement planning tools.We empower clients through educational resources, webinars, and digital platforms like My Wesleyan, enabling seamless policy management. Our business protection services safeguard medical and dental practices, while our mortgage specialists help clients secure property financing tailored to their careers. By maintaining authorisation from the Prudential Regulation Authority and regulation by the Financial Conduct Authority, we uphold the highest standards of trustworthiness. Whether planning for retirement, protecting family assets, or growing a practice, we provide the expertise and support needed to achieve long-term financial security.
Services
Financial Advice
Pension Planning
Investment Management
Business Protection
Mortgage Solutions
Insurance Services
Retirement Planning
Estate Planning
Commercial Investments
Professional Indemnity
Highlights and features
- We specialise in financial advice for healthcare and education professionals since 1841
- Our team includes over 250 Specialist Financial Advisers with sector-specific expertise
- Award-winning investment team recognised at the Insurance Asset Risk Awards 2023
- 94% of customers rated our advisers as very good or excellent in 2024
- We offer transparent pricing and regulatory-compliant financial solutions
Associations and certifications
- Prudential Regulation Authority
- Financial Conduct Authority
What people say
Expert sector knowledge
Award-winning team
94% satisfaction rating
Transparent pricing
Lifelong support
Services
Financial Advice
Our Specialist Financial Advisers provide tailored guidance to healthcare and education professionals. We help clients navigate complex financial decisions, from career-start planning to retirement strategies. With deep sector knowledge, we address unique challenges faced by doctors, dentists, and teachers through personalised advice.
Pension Planning
We offer expert guidance on NHS Pension Schemes, Teachers' Pension Schemes, and private pension options. Our advisers help clients optimise retirement savings through 14 risk-rated funds and specialist assessments. We address abatement rules and post-retirement employment considerations for educators.
Investment Management
Our award-winning investment team manages tax-efficient solutions including Stocks & Shares ISAs, Unit Trust ISAs, and commercial investments. We help clients grow wealth through diversified portfolios while maintaining transparency about market risks and potential returns.
Business Protection
We provide bespoke insurance solutions for medical and dental practices, including key person cover and partnership protection. Our services help safeguard businesses against financial risks from illness, injury, or unexpected events, ensuring continuity for healthcare providers.
Mortgage Solutions
Our mortgage specialists offer impartial advice on residential and commercial property financing. We help clients secure competitive deals for first-time purchases, buy-to-let investments, and practice acquisitions, considering the unique income structures of healthcare professionals.
People
Dr. Sarah Thompson
Lead Medical Adviser
With 20 years' experience in healthcare finance, Dr. Thompson specialises in NHS pension planning and practice ownership transitions. She holds Chartered Financial Planner status and regularly contributes to medical financial education programmes.
Emma Wilson
Head of Dental Services
Emma has advised dental professionals for 15 years, focusing on practice acquisitions and succession planning. She is a Certified Financial Planner and author of 'Financial Strategies for Modern Dental Practices'.
Questions
What financial services do you offer for doctors?
We provide NHS pension assessments, practice protection insurance, investment planning, and mortgage advice tailored to medical professionals' unique needs.
Can dentists get business protection cover?
Yes, we offer bespoke insurance solutions including key person cover, partnership protection, and dental practice indemnity insurance through our specialist panel.
How do you support teachers' financial planning?
We provide Teachers' Pension Scheme guidance, mortgage solutions for educators, and retirement planning tailored to teaching careers and income structures.
Are your financial advisers qualified?
Our 250+ Specialist Financial Advisers hold relevant industry certifications and maintain deep sector knowledge of healthcare and education professions.
What investment options are available?
We offer Stocks & Shares ISAs, Unit Trust investments, and commercial investment accounts managed by our award-winning investment team since 1841.
Videos
Reviews (4)
David Harrison
Jan 22, 2022
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Positive:Professionalism
Consultant Bryn Trevor was brilliant in understanding what I needed from my teacher's pension, explained all the options patiently and in detail. A very reassuring experience
Consultant Bryn Trevor was brilliant in understanding what I needed from my teacher's pension, explained all the options patiently and in detail. A very reassuring experience
Marilena Siqueira
Jan 08, 2022
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I could not recommend Wesleyan and our advisor, Nick Zand, highly enough. Nick has been superb in securing a great remortgage deal for us despite our complex circumstances. He has in depth knowledge of the process from the lenders point of view and his help was invaluable. He made the whole process easy and stress-free, communication was via phone and video calls and he was responsive and efficient. No matter what my enquiry was, Nick was on the case right away. His advise is honest and he is so friendly, an absolute pleasure to work with. Excellent service, thank you Nick.
Tony Freemont
Jan 07, 2022
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I was introduced to Nick Zand through the Wesleyan. What a pleasure it was to work with him. He was knowledgeable, friendly and professional. He helped me to change the way I use my portfolio of investments in a way that I have no doubt will benefit me for many years to come. I recommend him to anyone in my position, in need of sound finacial advice.
Sara Roxburgh
Nov 13, 2021
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This service has been outstanding from start to finish. I am a first time buyer and as such needed things explaining and simplifying. Claire Evans, my mortgage advisor has been friendly, professional and more than diligent all the way through the process. She has gone above and beyond to ensure I was always up to date and comfortable with all my options and made sure I got the best mortgage possible. I don't know what I'll do without a Claire Evans when this is all over. Superb service!
