Tel: 01403 780 770

Building and protecting your wealth

‘Financial planning’ Archive

Creating a Personal Lifestyle Plan

Is one of your goals in the new year to make your money and investments work harder for you? If you want to create more opportunities for your future and gain control of your finances, a lifestyle financial plan can help you. But how do you start one?

Can You Avoid IHT While Helping Your Children Own a Home?

For many people, it’s nearly impossible to get on the property ladder without some kind of assistance. Some are lucky enough to get help from family and loved ones, which could be through supplying a deposit, but sometimes if you have the means, you can gift a home to your children too. If you’re considering […]

Intro to Ethical Investing

If you want to build your wealth in a way that will also benefit people other than yourself, consider ethical investing. Also known as sustainable investing, this trend has been around for decades but has only recently become mainstream.

Investing for Future Generations

Every parent wants to ensure their children have the best chance at success. And since life is expensive – education, weddings, homes – if you can afford to help your loved ones get a head start on their finances, who wouldn’t jump at the opportunity?

Five Principles of Investing

So, you’re ready to get more from your money by investing. But how do you avoid costly mistakes and ensure your money grows? Here are five principles you should follow when it comes to investing.

Meeting Financial Goals Throughout Your Life

When setting goals, many subscribe to the SMART method – making goals specific, measurable, achievable, realistic, and set within a realistic timeframe. When considering timeframes, there’s an opportunity to break down your objectives into short, medium, and long-term goals. But with increasing life expectancy, what is classed as short, medium, or long-term has changed.

Achieving Financial Stability Post Covid-19

After living through the coronavirus pandemic where many people felt stuck in limbo, unable to make plans for the future, most are trying to get back on track. People’s physical, mental, and financial health undoubtedly suffered, but now is the time to work toward healthy minds, bodies – and wallets.

Tips to Help You Achieve Your Financial Goals

There’s no reason to wait until the new year to check in with your finances and make changes to your financial habits as you need to. Especially at the moment, your situation could change at any moment. If you’re unsure how to plan for the future, it’s time to look at what you’re presently doing […]

News Update: Healthcare Workers Underpaid and Overworked

While many dedicated doctors and nurses readily put in plenty of overtime during the height of the pandemic, it seems the demand has yet to reduce. Thousands of workers are still being asked to work unpaid overtime and concerns that many NHS staff might leave their jobs are rising, especially in the face of growing […]

News Update: Junior Doctors Excluded from NHS Offer

The British Medical Association negotiated a four year pay deal with the government in 2019 that stated junior doctors would receive a 2% pay rise each year until 2023. However, a recent 3% pay rise agreed to by the Department of Health and Social Care has left 53,000 junior doctors in the lurch. BMA is […]

Meet the Advisers

With over 20 years experience our advisors can help you meet your business and personal goals.

Who we Help

All our clients are doctors and dentists, just like you. As specialists we know your industry inside out.

Info & News

Make this the place you visit to keep up to speed with financial news for your sector.

Contact Us

Wherever you are in the UK we can help you build and protect your wealth.

Get Connected

to our specialist team

Tel: 01403 780 770

Keep Updated

Simply register your name and email below and receive our updates direct to your inbox

Dental & Medical Financial Services News Updates

Just for doctors and dentists

Read more news


Dental and Medical Financial Services is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Company registered in England no. 9158580 Registered office: 1 Market Square, Horsham, West Sussex, RH12 1EU

© 2014 Dental & medical Financial Services. All rights reserved. Website design by Goldmine Media.