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 retirement advice we received was almost too good to be true

Fiona & Julian Keen, Associate Dentists

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We understand dentistry and we really get to know you as an individual

Iain Stevenson, Head of Dental at Wesleyan Financial Services

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The next step...

That's simple - a no-obligation chat to find out more, pop in your details and we'll be in touch, or contact us directly on 0808 239 3882

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    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. Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited.

    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.