Tel: 01403 780 770

Building and protecting your wealth

‘Financial planning’ Archive

Financial Protection is Vital even if you are “well-off”

Do you know what the impact to your financial situation would be if you were unable to work due to injury, disability, or long-term illness? Shockingly, one million people in the UK have faced this very situation and many found that it was difficult to cope with the sudden reduction in income.

Asking for Help with your Financial Planning – Things to Consider

Choosing the right financial adviser is an extremely important decision. It’s difficult to develop and manage a successful investment portfolio on your own, so the best way to stay on top of the dynamic world of investing is to employ an expert financial adviser that you trust implicitly with your fiscal future.

Make your money work harder for you

It’s likely been drilled into you all your life: you need to save for your future. But with the current economic conditions – low interest rates and rising inflation, the sensible path for a secure future could be a combination of investing and saving. You’ve worked hard for your money, so below we’ll break down […]

Deadline approaching for using your ISA allowance

Savings-savvy doctors and dentists will likely already know about the annual £20,000 Individual Savings Accounts (ISA) allowance every individual has. Plus, that the deadline to contribute the full amount into your ISA is 5 April. They will also know that ISAs have become a fundamental component of financial planning since there are numerous benefits.

Can my spouse take half the house if I pay the mortgage?

Property disputes during a divorce can get unpleasant. There are a number of common issues that crop up time after time, and while each situation is unique, ultimately the decisions concerning finances and assets are up to the courts.

Tax impact of NHS pension holders due to inflation

The long-standing pay-as-you-go NHS Pension Scheme underwent reform in 2015 and part of that included a change to the way pensions for general practitioners and NHS dentists are calculated.

Planning to retire this year? Are you prepared?

You may be a doctor a dentist who has reached a certain age or stage in your career and your thoughts are turning to retirement. If so, you may find this article interesting.

Financial checklist for 2018

If you are a doctor or a dentist working in the NHS you will understand that nothing is ‘constant’. Changes to your contract, role and even location of where you work can happen at short notice and changes to tax legislation are prominent in every tax year.

Did your income rise by 14% this year?

Dividends from UK shares are rising at an extraordinary rate. The quarterly ‘UK Dividend Monitor’ report from Capita Asset Services paints a very rosy picture for investors looking for income from UK shares.

15 ways to save this festive season 

The festive is truly upon us. In fact, it is hard to ignore. The shops have been full of Christmas cards and decorations since September and everywhere you turn, Christmas tunes are playing. It can be very tempting to splurge at Christmas and New Year’s. However, it is possible to have a memorable time without overspending.

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.