• We have the benefit of many years spent advising doctors and dentists and guiding them through financial planning for protecting the family, savings and investing for the future, retirement, and the complex tax issues that can arise.
  • We bring a wealth of experience in delivering impartial specialist advice. We can help you formulate a financial plan that is based on a clear understanding of your needs – today, and in the future – to manage and protect your wealth.
  • There are many different ‘tools’ that help you save for retirement, and the taxation and investment elements of each can appear baffling. We explain, recommend and monitor pension products for you, putting you in control of the choices that will achieve your goals.
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  • Our mission is to use our knowledge and skills to provide unbiased financial advice, so that you can face the future with increased confidence regarding your financial position today, and the financial security of your family in future.
  • 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

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 International Longevity Centre 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 OPERTAES ON HIMSELF HAS A FOOL FOR A PATIENT” (Richard Hudson)

Contact us today for an initial consultation.

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