The Wesleyan Podcast

Wesleyan Financial Services Specialist Financial Adviser Scott Wilson talks to solicitor David Nezri from Abrahams Dresden LLP about what dentists should consider when selling their practice. They discuss what dentists should be doing years in advance of selling their practice, what contracts need to be considered, and the risks of winding down their career before they've actually sold up.   This video is for information only and does not constitute financial advice.   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. VAT number 487282114. Calls may be recorded to help us provide, monitor and improve our services to you. Charges may apply. Learn more about our charges at https://www.wesleyan.co.uk/charges.

In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, one of our B2B Partnership Account Managers, talks to Jamie Williams from Christie & Co about market conditions are impacting dental practice valuations and what practice owners need to consider next. They’ll explore whether dentists should pause their plans to sell up and exit or press on, and what kind of advice they should be taking in these uncertain times.   This podcast is for information only and does not constitute financial advice.   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. VAT number 48728211

In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, one of our B2B Partnership Account Managers, and Graham Hutton dental specialist financial adviser, are joined by Kim Campbell, a partner at Thornton’s Law They’ll be talking about why Scottish dental practices need robust legal agreements and financial protection. The discussion will cover partnership and shareholder agreements, cross-option arrangements, and insurance to ensure continuity during illness or death. They’ll also explain why using specialist solicitors, accountants, and financial planners prevents costly disputes, supports tax efficiency, and safeguards families, business stability, and long-term practice success overall. This podcast is for information only and does not constitute financial advice.   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. VAT number 487282114. Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.

In this episode, brought to you by Wesleyan Financial Services, Suki Singh, Area Manager for Practice Plan, speaks to Iain Stevenson, Head of Dental at Wesleyan Financial Services about the financial and legal impacts of moving to private practice, highlighting the importance of early planning, replacing NHS benefits, and having the right agreements and specialist advice in place. This podcast is for information only and does not constitute financial advice.   ‘WESLEYAN’ is a trading name of the Wesleyan Group of companies. Wesleyan Assurance Society is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Advice is provided by Wesleyan Financial Services who is authorised and regulated by the Financial Conduct Authority and is wholly owned by Wesleyan Assurance Society. 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. VAT number 487282114 Charges may apply. Learn more about our charges at wesleyan.co.uk/charges.   Practice Plan Limited (Registered in England and Wales No. 03089948) is a part of the Wesleyan Group. VAT number 864451119 Registered office: Cambrian Works, Gobowen Road, Oswestry, Shropshire, SY11 1HS Telephone: 01691 684120. Website: www.practiceplan.co.uk. Practice Plan Limited is an introducer appointed representative of Wesleyan Financial Services Limited.

In this episode, brought to you by Wesleyan Financial Services, Carly Millan Page, Business to Business Account Manager talks to Wesleyan Financial Services Specialist Financial Adviser Graham Hutton and Chris Gardiner, Private Client Lawyer at Thornton’s Law, about why Estate Planning is so important for Dentists. They discuss complex assets, the risks of poor planning and the need for aligned legal and financial advice to protect families, ensure business continuity and minimise tax. This podcast is for information only and does not constitute financial advice. Tax treatment depends on your individual circumstances and may be subject to change in future. Please note the Financial Conduct Authority (FCA) does not regulate inheritance tax planning and trusts. 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. VAT number 487282114