“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.”
If ever an organisation can be said to live up to their name and reputation, then Dental Financial Associates is that organisation. From the first meeting you appreciate a depth of knowledge, experience and independence that I have always found lacking with financial advisers, this together with a complete understanding of the complexities of a dental business make for a winning combination.
Information is gathered and an extremely detailed, personalised financial report prepared and presented in easy to understand terms, all recommendations are clearly explained which means everything is transparent with no hidden charges or agenda.
The comprehensive service is ongoing and advice about pretty much anything (no matter how stupid!) is never more than a call away. They are friendly, approachable and completely professional, entrusting them with my financial planning is one of my best decisions.
As dentists we strive to provide excellent service; it is refreshing to also experience it!
David Cook BChD
London Holistic Dental Centre, Harley Street
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’. 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 and include 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.
Martin has 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.
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.
This morning we had our annual financial health check with Martin. The meeting was a revelation and gave us fresh insight into the future, both on a personal and practice level. After months of mental turmoil regarding our future plans, Martin has given us a fresh, informed resume of where we are now and clear directions on how to get where we want to go. Well done Martin. For anyone wanting a forward thinking, well informed Financial Adviser – think Martin Haines.
When clients ask for help in organising their finances I always recommend Martin Haines. I have worked with numerous dentists over the last five years who have praised Martin’s technical skill, his relaxed style and his ability to make complex issues understandable. The fact that he charges fees for his advice and avoids the ‘commission issue’ is, I think, the cherry on the cake as far as his services are concerned.
When Chris Barrow suggested I contact Martin, I was pretty sure that the advice I was going to get would be good. I didn’t want someone who would sell me (yet another) pension scheme, I wanted financial advice and proper planning for the next few years. I wanted to look at the options for part time working, whether I should sell the practice now or later, was a private conversion viable and how should I do it, what do I do if an associate leaves etc, etc. I was pretty cautious; these were important issues. The advice I have received has been invaluable. It has been evidence based and extremely well thought out. Martin’s presentation of his proposals was excellent and I expect to be financially secure in the future.
I have been working with Martin Haines from Dental Financial Associates for over 6 years and have found him exceptional in helping me to understand my financial position.
Martin’s approach is to really get to know my needs and long-term personal and family goals in order to plan and work towards a secure financial future. His initial consultation provided me with a very comprehensive review of my complete financial and insurance position. This helped to identify the strategy for my immediate and ongoing needs.
As a busy dentist in practice, I have been very grateful for the support of a financial expert who really understands the needs of dentists. As Martin only deals with dentists, he has developed a great in-depth knowledge of our field of finances, and has access to companies who give preferential arrangements to dentists.
Martin’s team is meticulous and efficient in providing information necessary to make the best decisions possible. Our annual review ensures that my financial plans are kept well on track.
Martin also works closely with my accountant to maximise the tax advantages of integrating my practice protection and my personal requirements.
DFA’s extensive knowledge and networking means that they are able to access a broad base of financial benchmarks within the profession. This helps me to compare my financial performance with similar practices.
I happily recommend Martin and DFA to any dentist who would like to improve their financial security by working with a great, easy-going and highly professional company.
Martin was recommended to us by a colleague last year and we are glad we followed it up. Martin is friendly and very informed and worked with us to realise our priorities for present and future financial needs. Martin met us at our home on numerous occasions and he reduced our apprehensions as we went through the process of all the paperwork, keeping us informed of all subsequent developments.
I have been very happy with the personal service over the years, Martin, particularly with your expertise in the dental field. Prior to you taking over my affairs, various people have dealt with me, & the lack of continuity was a problem. Therefore, to keep someone who understands my personal situation has proved invaluable. You are always only a phone call away & have always been most thorough at our meetings.
I have been using the services of Dental Financial Associates for several years now and have always found them to be fully on the ball when it comes to financial advice specifically for dentists. I prefer their “regular fee system” which means that they keep a watching brief on all my investments and insurances as well as producing a detailed annual report on them which also includes my wife’s finances. The fact that they are remunerated by my fees and not commission on policies sold to me gives me confidence that they do what is best for me and not what is best for their bank balance.