The start of a new year isn’t just about resolutions, it’s about creating a roadmap for success. 2026 offers a fresh opportunity to set clear priorities for your dental practice and personal finances, giving you the confidence to grow and thrive.
At Practice Plan, we understand that running a dental practice isn’t just about delivering exceptional care, it’s also about building financial security for your business, your team, and yourself. That’s why we’re proud to be part of the Wesleyan Group, working alongside the dental Specialist Financial Advisers at Wesleyan Financial Services. Their expertise help dentists navigate every stage of their career with tailored financial advice.
Start with your practice goals, January is the perfect time to ask yourself:
- Where do I want my practice to be this time next year?
- Do I have a clear picture of my revenue streams and any gaps?
- Is my current fee structure aligned with my financial objectives?
Whether you’re planning to grow your patient base, switch plan provider, or reduce NHS dependency, clarity on your financial landscape is key. Wesleyan Financial Services’ dental Specialist Advisers can review your business finances and goals, helping you make informed decisions that support sustainable growth.
Don’t forget your personal finances
It’s easy to focus on your practice, but your personal goals are integral to planning a successful year ahead. From retirement planning and investments to family protection and peace of mind with estate planning, Wesleyan Financial Services understands the unique financial journey of dentists. Their holistic approach ensures your practice and personal finances work together to achieve your ambitions.
A New Year reminder that it’s never too late to take control
Strategic planning now, professionally and personally, can make a big difference later. Wesleyan Financial Advisers can help you:
- Build a long-term financial strategy
- Review investments and pension planning
- Maximise tax efficiencies
- Understand protection and insurance options
- Prepare for what’s next, whether that’s expansion, exit, or retirement.
If you are ready to take the first step and would like to book a conversation with a local dental Specialist Financial Adviser today, you can visit the Wesleyan Financial Services website.
Charges may apply.
Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited. Practice Plan Limited (Registered in England and Wales No. 03089948) is a part of the Wesleyan Group. Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS Telephone number: 01691 684120. Website: www.practiceplan.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.