Michael Copeland Email & Phone Number

I am a former leader, coach, mentor & manager of a team of Specialist Financial Advisers who exclusively provide financial advice to dental professionals, their families, their practice and their staff. The team provides advice on many areas, including:* Wesleyan's Medics & Dentists Retirement Club* Planning your amazing retirement* The NHS pension scheme, including impact of McCloud* Detailed pension assessment reports (there is a fee for this service) * Annual & lifetime allowance headroom checks* Estate & inheritance tax planning* Business financial planning, including partnership & keyman protection* Exit strategies & succession planning* Making the most of your savings and investments* Protecting your wealth (we offer detailed life, income and serious illness assessments)The team also provides a range of services for dental practices, including:* Short and long term commercial loans* Financial planning for incorporated practices, including corporate investments* Assessing business risks such auto-enrolment, cashflow, succession and continuity planning* Detailed practice appraisal for your surgery insurance needsFor more information on Wesleyan’s financial services designed specifically for dentists, or to arrange an informal, no-obligation financial review with one of the team please either still contact me, or visit our website at www.wesleyan.co.uk, where you will find a wealth of information including how to find your local specialist financial adviser.The team is growing and are always interested to hear from experienced financial advisors, particularly those with experience of working with medical & dental professionals.

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  Nelson Grammar School