Paul B.
Specialist Dental Financial Adviser @Wesleyan
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WORK HISTORY
Specialist Dental Financial Adviser @Wesleyan
Wesleyan is a mutual society, founded in 1841. We provide financial advice and services specially tailored to meet the needs of dentists, GPs, hospital doctors, and teachers.As a Specialist Dental Financial Adviser, I provide advice to dental professionals, their families, colleagues & friends. I have a clear understanding of the dental career path and financial priorities, as well as the wider issues affecting your profession.I deliver advice on a one-to-one basis, which allows me to develop an in-depth understanding of your needs, so I can make recommendations that are tailored to your personal and professional requirements.I provide advice on many areas, including - Wealth ManagementRetirement PlanningPrivate PensionsNHS Pension Scheme & NHS BenefitsSavings & InvestmentsInheritance Tax PlanningLife CoverCritical Illness Cover & Income ProtectionPersonal Mortgages & Buy to LetCommercial Loans for practice purchases, refits or cash flow needs I understand being busy is a way of life and that often you may be too busy to think about finances and retirement plans. I provide professional financial advice whilst you are working, at retirement and beyond. For more information or if you wish to ask any questions please contact me. M - 07•••••••22 E - p••••••••@wesleyan.co.uk
EDUCATION
The Chartered Insurance Institute
CF6 Mortgage Advice
The Chartered Insurance Institute
Level 3 Certificate in Financial Planning
The Chartered Insurance Institute
CF5 Intergrated Financial Planning
The Chartered Insurance Institute
CF2 Investment & Risk
The Chartered Insurance Institute
CF3 Financial Protection
The Chartered Insurance Institute
CF1 UK Financial Services, Regulation & Ethics
LIBF
Level 4 Diploma for Financial Advisers DipFA
The Chartered Insurance Institute
CF4 Retirement Planning
The Chartered Insurance Institute
Level 3 Certificate in Mortgage Advice
ABOUT PAUL B.
As a Specialist Dental Financial Adviser at Wesleyan I have experience in helping dental professionals and their friends and families with financial planning. I provide advice on many areas, including - Wealth ManagementRetirement PlanningPrivate PensionsNHS Pension Scheme & NHS BenefitsSavings & InvestmentsInheritance Tax PlanningLife CoverCritical Illness Cover & Income ProtectionPersonal Mortgages & Buy to LetCommercial Loans for practice purchases, refits or cash flow needs I understand being busy is a way of life and that often you may be too busy to think about finances and retirement plans. I provide professional financial advice whilst you are working, at retirement and beyond. For more information or if you wish to ask any questions please contact me. M - 07•••••••22 E - p••••••••@wesleyan.co.uk
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