Running a busy dental practice can take your focus away from achieving your personal financial goals and establishing financial security. We understand the many complexities of your particular profession.
For your practice, you may be considering:
- Financing its purchase
- Providing an auto enrolment compliant Pensions Scheme for your staff
- Ensuring you have locum cover in place
- Key person assurance
- Creating a business exit strategy.
Alternatively, for you and your family you may want to discuss:
- Maximising NHS retirement planning opportunities
- Efficient tax planning
- Maximising investment opportunities
- Protecting your income
We work closely with you to gain an understanding of your dental practice in order to create a bespoke financial plan that will help you achieve the lifestyle you aspire to. As holistic financial advisers we also consultant complementary advisers, such as solicitors and accountants, in order to provide a fully comprehensive approach to financial planning.