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FINANCIAL PLANNING IS A
BESPOKE AND ONGOING PROCESS

By planning your finances effectively, you will be much more confident about achieving goals in your life. At DFA, our experienced advisers will help you to define your financial goals and construct the most effective plan to achieve them.

By looking at your current financial circumstances and ongoing requirements to provide you with a tailored and detailed financial plan that covers:
  • Assets and liabilities
  • Income and expenditure
  • Life cover
  • Critical illness cover
  • Income protection
  • Private medical insurance
  • Savings, investments and pensions
  • Retirement planning
  • Inheritance tax planning
  • Bespoke practice planning

WE APPROACH FINANCIAL
PLANNING DIFFERENTLY

We will integrate any existing arrangements you have and prepare an analysis for every area of your financial plan. This analysis shows whether you are on track to meet your financial needs and aspirations and will highlight any areas where a change or better solution is required.

In addition, we can give a full review of your dental practice. We will look into bespoke practice planning, any ongoing issues and how your practice measures up against benchmarks.

In our view true financial planning is ensuring:

  • Your family is protected
  • Your practice is protected
  • Income and expenditure
  • You are making good steps towards creating an income in retirement; and
  • You are able to create funds and/or capital.

WHAT OUR CLIENTS SAY

“

Martin, Paul and the Team have been invaluable in helping us ensure that our family and practice would remain secure if any unfortunate event were to occur. The service provided by Dental Financial Associates is comprehensive and tailored exactly to our needs and we highly recommend them to any dentist wanting peace of mind over their financial affairs.

Dr Chris and Dr Hayley French — Clarendon house Dental Centre, Leamington Spa
“

I have known and been working with Martin for approximately 10 years now. Within that time the clients that I’ve referred to him have been delighted to benefit from his professionalism, dedication, extremely helpful advice and prompt support. Martin has a passion for dentistry and is a real expert in all the financial and business aspects of a dental practice. Martin and his team deliver on their service level commitments and I’d have no hesitation in recommending him to any of my dental customers wherever they are nationally.

Ian Eslick - DPAS Business Development Manager
“

Martin Haines at Dental Financial Associates has provided me with easy to follow information and advice, which means I don’t have to worry about my financial future, and can concentrate on being a dentist and enjoying life. Their specialist knowledge of policies for dentists and their total independence from any of the companies means I have a bespoke and complimentary portfolio of policies to insure me and to provide for me and my family’s future. This service is essential if you want a financially secure future and no worries.

Dr Dave Mantle - Smilecare, Chiswick
“

I would not hesitate to recommend Dental Financial Associates. Martin Haines has a thorough understanding of the Dental business and as well as comprehensively sorting out our financial requirements he is always ready to go that extra mile with any business help or advice you may require by drawing upon his extensive knowledge and experience or referring you to the appropriate person.

Derek Stott - Needham Market Dental Practice

ARRANGE A FREE
ONE HOUR CONSULTATION