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98 - Financial Wellbeing for Dental Teams, with Wesleyan Financial Services
In this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser Richard Ollive looks at how we work hand in hand with our colleagues at Practice Plan with one of their Regional Support Managers Donna Hall.
They discuss how they support dental practice owners, associates, and their teams with a wide range of financial needs, from NHS pensions and personal and commercial protection, to ensuring steady income and promoting financial wellbeing.
This podcast is for information only and does not constitute financial advice. For more information go to Wesleyan.co.uk.
Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
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.
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.
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.
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By WesleyanIn this episode, brought to you by Wesleyan Financial Services, Specialist Financial Adviser Richard Ollive looks at how we work hand in hand with our colleagues at Practice Plan with one of their Regional Support Managers Donna Hall.
They discuss how they support dental practice owners, associates, and their teams with a wide range of financial needs, from NHS pensions and personal and commercial protection, to ensuring steady income and promoting financial wellbeing.
This podcast is for information only and does not constitute financial advice. For more information go to Wesleyan.co.uk.
Tax treatment depends on individual circumstances and may be subject to change in future. Bear in mind that the value of investments can go down as well as up and you may get back less than you invest.
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.
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.
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.
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