Tel: 01403 780 770

Building and protecting your wealth

To discuss your options, contact Dental & Medical Financial Services

INVESTMENT PLANNING

When you stop working, have you thought about how you will replace your salary? You may have some savings or property, but will that provide you with the income you desire in retirement?

Investment planning can be complex, with so many areas to consider. You may be thinking about investing a lump sum, regular amounts or perhaps you have an existing portfolio that has not been reviewed for a while.

Are you a risk taker? Or do you air on the side of caution?

When we talk about risk, we are referring to the probability of success versus failure – in this case, based on financial factors. Will any investment be fruitful and give you more than you put in? Or will you end up having to foot the shortfall?

At Dental & Medical Financial Services, we have years of experience in helping doctors and dentists to build and protect their wealth. We can provide solutions to help your money grow and provide you with an income while always taking into account your attitude to risk.


We will assess your attitude to risk to ensure you are comfortable with any plan

When creating an investment plan, our highly qualified team of investment advisers take into account many factors:

Do you need to be able to access the original funds in the short, medium and long term?
How quickly do you need a return on any investment?
How tax-efficient can we be with the suggested investment?
How prepared you are to take risks (your risk tolerance)
How sensitive you are to fluctuations in investment values (your capacity for loss)

All of these are considered before recommending suitable solutions. We also strive to help you understand your investments through regular updates as your situation and mindset will change regularly.

A few of the things we will assist you with include:

Making the right informed choices for your money
Guidance to navigate through each step of the process
Reviewing your entire financial position at least annually
Recommending any changes or new advances as deemed appropriate

By reviewing your investments on a regular basis, we can help to keep them on track and advise you if we feel that any changes need to be made along the way. Call us today for more information.

Don't put all your eggs in one basket

Each type of investment has its own inherent risks attached to it, but these can be reduced through diversification.

Diversification simply means spreading the risk of investing over a range of investments, or, in other words, not putting all your eggs in one basket. Ultimately, this helps to minimise any impact of individual losses.


What our clients think

"I am a cynic when it comes to investment advisers after having a bad experience with all of them. However, Darren has proven to be an exception. He has actually managed help grow my SIPP beyond my expectations. He is very knowledgeable and has been exceptionally good at offering financial advice on all fonts."
Murali Bhat, Consultant Orthopaedic Surgeon at East Surrey Hospital

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


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Tel: 01403 780 770
Email: info@dentalandmedical.com

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Dental and Medical Financial Services Limited 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

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk.

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