Seabraes House,
18 Greenmarket
Dundee, DD1 4QB
T: 01382 768790
6 Holywood Avenue,
Londonderry, BT47 2NA
T: 028 71345923

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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.


Contact us today for an initial consultation.

Seabraes House, 18 Greenmarket, Dundee, DD1 4QB
T: 01382 768790
6 Holywood Avenue, Londonderry, Londonderry, BT47 2NA
T: 028 71345923
  • Cisi
  • Institute of Financial Services
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