Join Wesleyan Financial Services’ Michael Copeland, Neil Richardson and Parminder Gill as they take a deep dive into the chancellor’s announcement to discuss what it means for you and your financial planning.
The webinar should last around one hour, with plenty of opportunities to ask questions. You can then arrange a follow-up no obligation financial review with one of our financial consultants, should you wish to discuss your personal circumstances in more depth.
Michael Copeland is a senior area manager with Wesleyan joining in 2004, following a career as a senior financial consultant working largely in the corporate sector.
For 10 years, he managed a team of specialist financial consultants working solely with dentists and dental practices.
Since 2015, Michael has managed a team providing specialist financial advice to GPs, doctors and dentists.
Neil has worked within financial services for over 20 years, and has for the last 13 years worked exclusively with dentists advising them on their personal and business planning needs for Wesleyan.
Over this period he has developed a detailed understanding of the benefit package provided by the NHS specifically the various pension schemes on offer.
Neil looks after over 300 clients working across the West Yorkshire and East Lancashire border.
Parminder is a chartered financial planner with over a decade of successful experience in supporting businesses provide regulated financial advice.
Parminder joined Wesleyan in 2013 and plays a key role in developing the society’s retirement policy and supporting the specialist financial advisers.
Outside of work Parminder enjoys spending time with family, reading, and playing squash.
This continuing professional development (CPD) activity fully complies with the CPD requirements of the General Dental Council. FMC certifies this activity for one hour of enhanced CPD in the subject of Wesleyan’s 2022 budget update webinar.
This CPD meets the criteria for the GDC’s development outcome B.
