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We are a small but vibrant team of specialist financial planners based in Newbury, Berkshire.
Regulated by the Financial Services Authority (FSA), we provide independent financial and planning services to members of the dental profession practising in the UK.
As fee-based financial planning specialists we maintain an awareness of the full breadth of financial products and services available in the market and we select the most appropriate to assist you to achieve your financial goals.
Possessing specialist knowledge acquired over twenty years of providing financial planning for dental professionals, we understand the intricacies of the dental industry and how they can affect long-term financial decisions. Our established links with specialist dental product providers means we can recommend suites of products that are absolutely right for you. |
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We write regularly for the dental press, present to Section 63 meetings and run financial workshops and seminars for dentist in tandem with other specialist providers. We also issue a regular informative financial e-newsletter. Click here to be added to our newsletter.
Aside from helping you to achieve your long-term business and personal financial planning objectives, it is our ability to promptly respond to the dynamic changes of today’s market that gives us, and you, the edge. |
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