Specialist financial advice for your personal and practice finances
Practice Plan are proud to be part of the Wesleyan group. Wesleyan Financial Services is the financial specialist for the society’s most trusted professions, including dentists. With Wesleyan Financial Services and Practice Plan being part of the same group, this is great news as it means that the door is open for you to access a wider range of support and services. Together, we can really cater for your needs and can help guide you through each life stage of your career and personal life to help your finances thrive.
01 Student Support
02 Protection Advice
03 Mortgage Advice
04 Family Finances
05 Pension Support
06 Buying a Practice
07 Savings & Investments
08 Retirement Planning
09 Inheritance Tax Planning
10 Estate Planning
How Wesleyan Financial Services can support
Take a listen to associate dentists, Julian and Fiona Keen, as they share their experience with Wesleyan Financial Services when planning for retirement. You can also listen to Iain Stevenson, Head of Dental at Wesleyan Financial Services discuss why you should consider Wesleyan Financial Services and the ways in which they can help.
The next step...
To find out more, pop in your details below and we'll be in touch, or contact us directly on 0808 149 9416
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.