Financial Planning for dentists
Our approach is simple - we look at your current circumstances and provide you with a detailed financial plan that covers:
- Existing arrangements, liabilities and protection
- Savings, Investments and retirement plans
- Assets and liabilities
- Analysis to show any areas of deficiency or shortfall
- Spouses and partners are automatically included in the review
Our service has one over-arching aim - to make your life more financially secure with all the benefits that this can bring.
By making your investments work harder for you, you can work less. In the case of investment and retirement plans, we look specifically at where funds are invested and discuss relative performance, recommending adjustments where needed.
All of your existing protection arrangements will be reviewed and analysed to provide a full risk analysis relating to:
- Permanent Health Insurance (Replacement Income for you and the Practice)
- Critical Illness Cover (Lump Sum payment in case of Major Illness or Disability)
- Life Cover plus accident and permanent disability insurance
- Protection and general insurance relating to the practice
- Investment (Tax efficient management of your savings and investments)
- Pensions (tax efficient retirement planning) We also include any superannuation benefits.
If you would like further information about our dental financial and business planning services we offer or would like to arrange a free no obligation meeting, please give us a call on 01489 890111.
The financial Services Authority does not regulate taxation and trust advice
The value of your investment can go down as well as up and you may not get back the full amount invested
