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 new policies, the balance of any commission is paid to you, less our set-up costs to date. 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.