COOKIE POLICY | PRIVACY POLICY | DISCLAIMER



Tel: 01403 780 770

Building and protecting your wealth

‘Savings & Investments’ Archive


How to Focus on Your Long-Term Goals


There is no doubt about it: investing is most certainly all about the long game. Age-old advice about investing is that you need to keep your eye on the horizon and stay the course. Don’t let the market’s inherent volatility deter you or make you second guess your decisions. Here’s how to focus on your […]




Investing During Retirement


Retirement is something you work towards your whole career. You’ve planned and saved for years, but it’s important you don’t think of your investment portfolio as final, even after you stop bringing in an active income. In fact, with the right investment strategy, you can make your retirement savings last the entirety of your retirement.




Diversify Your Investment Portfolio


Both NHS and private practice doctors and dentists likely have an investment portfolio – but do you know if you have the right mix of investments? Diversification helps you navigate the often turbulent waters of investing. Anything that can minimise your exposure to market volatility is a good thing, so find out more about why […]




Introduction to Trusts


Trusts are a great way to protect, preserve, and ultimately distribute your wealth. They should be a part of your inheritance tax plan. You can put your assets in trust either while you’re alive or include them in your will as part of your estate plan. Here we take a closer look at trusts.




Limited Companies – How to Invest your Company Profits


If you own a limited company and you have money in your business account not earning any interest, think about investing those funds. If your money isn’t earning interest, then taking inflation into account, in a few years’ time you could actually have less money because cash will lose its purchasing power. Find out how […]




Diversified Savings – Stocks and Shares ISAs


Individual Savings Accounts are a great way to help you save money and tax. For the 2021/22 tax year, you can contribute up to £20,000 across the different types of ISAs. While many people fall back on the standard Cash ISAs, don’t forget that you should treat your savings plan the same as your investment […]




ISAs Protect Against Tax Grab


An Independent Savings Account (ISA) is a great way to save both money and tax. There are a variety of types of ISAs, all designed to help you save towards a particular goal. They can also help protect against anticipated tax grabs – the humble ISA works harder than you think.




Is Your Savings Strategy Too Risky?


Due to the lockdown restrictions imposed over the last year or so, households have been able to save more than ever. Without being able to spend money on socialising, entertainment, commuting, or holidays, the average household has increased their monthly savings to £276 – but is saving a risky strategy?




News Update: The Pound Is On The Rise


Thanks to the better-than-expected performance of the economy last year, the pound has hit its highest level against the Euro in over a year. And according to a report from the Institute of Directors, overall confidence in the economy is the highest it’s been since Boris Johnson’s 2019 election win.




Our Wealth Platform – Making Investing Easy


Investment planning can be complicated, with so many areas to consider it can be hard to know where to begin. Our Wealth Platform can make managing investments a little easier.




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
Email: info@dentalandmedical.com

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

COOKIE POLICY | PRIVACY POLICY | DISCLAIMER


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.