Lee Dobson Email & Phone Number

As a Specialist Financial Adviser at Wesleyan I have over 20 years' experience in Financial Planning & over 15 years focused solely on advising the needs of Hospital Doctors from FY1 to Consultant and into retirement. I have proven and recommended expertise in providing tailored advice on many areas, including:• The NHS Pension Scheme and Personal Pensions• Pension Taxation – Including Lifetime and Annual Allowance Analysis• Estate & Inheritance Tax Planning• Trust Planning • Savings and Investments for you and your family• Investment Solutions for LIMITED Companies• Protection Needs – Including Life, Critical Illness, Income Protection and Estate Protection• Mortgages – Residential & Buy to LetI have a comprehensive understanding of the NHS pension scheme, NHS Salary Structure and benefits and I understand a Hospital Doctor’s financial needs and requirements. In addition for private work, I can look at the potential for Ltd Company investments and help you be aware of what benefits you are leaving behind and plan accordingly.Whatever stage you are at in your career, from Student to Junior Hospital Doctor, Registrar to Consultant, or even retired you can rely on me to help you plan your finances.For more information on Wesleyan’s financial services designed specifically for Hospital Doctors or to arrange an informal, no-obligation financial review, please contact me directly on 07717 224558 or lee.dobson@wesleyan.co.uk, or visit our website.

• 

  Senior Financial Consultant

  Wesleyan

  Jun 2010 - Present - Leeds, United Kingdom

  Wesleyan is a leading and award winning mutual organization established since 1841. Highlights of the company include:- Rated 10/10 for Financial strength (Cazalet Independently assessed) for the last 10 consecutive years.Wesleyan provides financial advice and services specially tailored to meet the needs of Hospital Doctors, GPs, Dentists Lawyers and Teachers.As a Wesleyan Financial Consultant, I only provide financial advice to Hospital Doctors and their families. I have a clear understanding of a Hospital Doctors career path and financial priorities, as well as the wider issues affecting their profession.I deliver financial advice one-to-one, in the comfort of your own home or at your work place to suit you at a time convenient to you whether that is day time or evening. This allows me to develop an in-depth understanding of my customers’ needs so I can make recommendations that are tailored specifically to their personal and professional requirements.Wesleyan has a long history of working closely with the Medical community and providing tailored financial advice. My aim is to build up a long term relationship with clients, providing them with the reassurance that they can always contact me to discuss matters that are affecting them and their families. I like to meet my clients on a regular basis, once a year or more if required, to review their current situation and to ensure any planning remains on track.If you're a Doctor and would like a no-obligation financial review, please contact me, or visit the Wesleyan website.