"I have known David Henderson for seven years and during that time, he has had full control of my financial investment portfolio through retirement and the consequences of adjustment to widowhood. I have never had any cause to doubt his skilled advice and commitment. This has been delivered through a friendly and totally reliable relationship. I have regarded him as a trustworthy friend and in terms of the financial manoeuvres, his practical adjustments have (thus far in a volatile world!) all been safe and successful. He has been helpfully reassuring at times based on an extensive knowledge of theway the markets and global economy works I find this very educational. I have recommended his services to several friends all of whom have commented most favourably after his input totheir finances."
- Independent Advice
- NHS & State Pensions
- Retirement Planning
- Estate & Tax
- Risk & Protection
Specialist Financial Planning Advice for Medical & Dental Professionals
Every investment carries some element of risk, which is why we reflect risk management in the financial planning we provide for clients. We work with you so that you are financially well organised, aware of your current and likely future financial position, and therefore remain in control of the choices you make.
Buying a property can be stressful and time consuming at the best of times, and for some borrowers finding and selecting the most suitable mortgage for them can be a contributory factor. Working with us means that you’ll benefit from informed advice from the outset, backed by up-to-date financial intelligence, and years of practical experience.
Specialist Financial Planning Advice For Medical And Dental Professionals
Due to the ongoing Coronavirus situation our office is currently closed. All the team are working remotely and will respond to emails without much delay. Any phone calls will be diverted to a mobile for a message to be taken and passed on to the most appropriate person.
Thank you for your understanding and we hope you are all safe and well.
Medical + Dental Financial Planning Services brings a wealth of experience in delivering impartial specialist advice, understanding clients’ needs and building a long-term relationship based on trust.
Our primary function is to help you to create a financial plan to achieve your aspirations and goals, and to implement it over time.
You may know exactly what you want to achieve: perhaps something as straightforward as ridding yourself of credit card debt within a set period.
It may be more complex and involve several concurrent and equally important goals, related to retirement, changing direction with your career (perhaps taking a drop in income to re-train), starting a family or buying a new home.
Regardless, our mission is to use our knowledge and skills to provide you with face-to-face impartial and unbiased financial advice, so that you can face the future with increased confidence and a secure foundation with regard to your financial management.
We help you formulate financial plans and strategies, and we work with you to implement the changes required to develop, manage and protect your wealth.
Our commitment is always to listen and evaluate what's important to you regarding your financial plans. We will help you identify your lifestyle, financial and investment objectives, and provide you with an ongoing review service, in order to maintain and achieve your lifestyle objectives.
Recent research by the and Royal London highlights the benefit of independent advice when taking major financial decisions: it demonstrated that those who receive financial advice are, on average, £40,000 better off than those who don’t.
Getting a good mortgage deal, receiving appropriate pension advice, coping with financial shocks or investing wisely for the future are all cases in point – and services we offer. Each decision can have a major impact on your wealth (and health): and if you are not fully up-to-date with regulations, making these vital financial decisions can be confusing, stressful and time consuming.
Working with us means that you’ll always benefit from informed advice, backed up by up-to-date financial intelligence, and years of practical experience dealing with health professionals.
“A DOCTOR WHO OPERATES ON HIMSELF HAS A FOOL FOR A PATIENT” (Richard Hudson)
Contact us today for an initial consultation.