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Life as a Dentist can be extremely demanding and your working life leaves little time for financial planning. We have many years of experience working with Dentist’s and understand the complexity of your finances.

On becoming an Associate Dentist your financial package from the NHS changed dramatically. You become "self employed" and no longer have a basic salary or sick pay benefits from the NHS.

Should you progress to owning a Dental Practice, as a Principal, your pension responsibilities are primarily for the Associates working for you and as a result your own pension may be less than you anticipate! 

We fully understand how to calculate your benefits and will guide and advise you appropriately.

All of our Dental clients value having an adviser who not only advises them on their investments and personal financial planning but who has an in depth knowledge of their retirement planning needs.

The NHS pension scheme is the largest financial commitment that anyone working in the health service has and the benefits of this should be at the core of any financial planning they make.

We specialise in advising dentists on the current and future issues that will effect them, particularly around the latest pension legislation and the impact of changes to the NHS pension scheme. We provide advice on retirement planning exit strategies and many clients have avoided significant tax charges as a result of following our advice.

We are also involved in providing seminars on financial issues to groups on specialist trainee education programmes and are asked to provide talks to NHS bodies and dental practices on NHS Pension issues.

We also have access to a number of protection schemes and have saved clients substantial sums by reviewing their provision.

Our experienced and professional planners can help you keep your finances on track. We are not salespeople who represent insurance companies promoting their products; we are independent advisers who will source the right financial solution for you from the whole of the market.

What we do for you (+) Click to open

What we do for our clients

  • Arrange an initial discussion meeting (at our expense) with you to discuss your aims and to introduce our holistic financial planning service;

  • Gather relevant personal and financial data to assist in setting out your goals and aspirations;

  • Conduct independent research and analysis of your current financial planning to assess its suitability 

  • Prepare a professional bespoke financial plan based on your own unique circumstances;

  • Present our solution to you;

  • Implement any agreed actions;

  • Agree a review process to meet your specific requirements.

    If you feel that you might benefit from a no obligation initial consultation about your financial planning or would like a presentation to a group of your peers please complete the contact details section.