Our fees
As well as being amongst a very small number of dentist-only financial practices in the country, we are one of an even fewer number that operate on a fee-only basis. This means you get a cast-iron guarantee that we are working for you, and not distracted by the best commission deals.
we operate on a fee-only basis
The reassurance of a regular cash flow has enabled us to invest heavily in quality staff and technology, aiming to ensure that we can maintain our service levels into the future.
Your regular fee provides service for all your existing contracts with one full review per annum. If you take out investment contracts such as ISA's or pensions, commission is re-invested into the plan. This could provide an early boost and enhanced investment returns, especially over the long term.
If you would like to take advantage of an initial free meeting with no obligation or would like further information about our Financial planning services for dentists please give us a call on 01489 890111.
I turned to Dental Financial Associates a few years ago when opting out of the NHS. My main concern was my pension. After an initial introductory meeting with Martin Haines, with no pressure being applied, I happily signed up for a full financial review and was very impressed by how thorough this was. As they only deal with dentists they are extremely knowledgeable of the profession’s ‘quirks’. Their very transparent fee system especially appealed to me, not least because I received any commission. I have already recommended their services to friends.
A friend recommended Dental Financial Associates to me several years ago.
Their extensive level of experience in providing financial advice exclusively to dentists has proved invaluable when organising my financial goals and insurance needs.
The fact that they are truly independent, remunerated by fees and not commission driven is reassuring.
Our annual review is always an informative and pleasant occasion, Martin produces a comprehensive, detailed and up to date report with recommendations that are well researched and tailored to my situation, which also includes my husband’s finances.
In summary, I would enthusiastically recommend Dental Financial Associates to any dentist who would like a professional, honest, first class service in addition to the best bespoke financial advice.
