COOKIE POLICY | PRIVACY POLICY | DISCLAIMER



Tel: 01403 780 770

Building and protecting your wealth

Posts Tagged ‘retirement planning’


What Can You Do With Your Pension?


If you think all your tough financial decisions are behind you when you reached retirement, think again. After saving and investing for decades, you’ll want to make sure you make the right choices when it comes to how you take an income when you retire. There are a variety of options, all with their own […]




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.




Make Sure Your Retirement Payout Doesn’t Disappoint


A robust retirement plan ensures that you’ve covered all your bases and that you can live the lifestyle you want when you finally finish working. It’s important to not fully rely on your state pension payments as they can be insufficient. But here are some ways to ensure your retirement payout doesn’t disappoint.




Property Investment Strategies


Property is just one part of a diversified investment portfolio, but it’s an incredibly popular investment option. Property investment actually offers two ways of making money: through rental yields and capital growth, making it a great way to earn money both in the short and long term – what are the strategies?




How Millennials are Building Long-Term Wealth


Stocks & Shares Individual Savings Accounts (ISAs) have been growing in popularity over recent years, and a 2020 report from HM Revenue & Customs found an increasing trend in the number of people in their 20s and early 30s choosing to invest. In fact, young people who can afford it are more likely to invest […]




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.




The Importance of Succession Planning


Have you adequately prepared yourself, your family, and your business for the future? If you own a small business – be it a family business or another closely held enterprise – it can be a demanding job. But don’t let running your business now get in the way of planning for what comes next, make […]




Is a Fixed-Rate Mortgage Right for You?


Obtaining a mortgage is a huge financial undertaking, so you’ll want to explore all the options available to you before locking in your deal. You will need to choose what kind of mortgage you’re looking for – a fixed-rate or a variable rate. If you need your rate to be locked in for a fixed […]




Tax Threats to Your Pension


Tax breaks on pension savings are meant to incentivise people to save throughout their lifetime so they aren’t dependent on the state during retirement. Unfortunately, with the economy in need of recovery after the coronavirus outbreak, tax relief has come under fire.




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.