Tel: 01403 780 770

Building and protecting your wealth

To discuss your options, contact Dental & Medical Financial Services

WEALTH MANAGEMENT

The importance of having a good saving plan cannot be overestimated

When it comes to wealth management for doctors and dentists, Dental & Medical Financial Services bring together intelligent investment strategies and planning through our range of bespoke solutions.

Wealth management is a way of bringing your finances together and reviewing them in conjunction with one another rather than on an individual basis. Our key objectives are to provide doctors and dentists with the following:

professional financial advice
investment management
taxation advice
retirement and estate planning

At Dental & Medical Financial Services, our goal is to sustain and grow long-term wealth for our clients. We can help doctors and dentists build their wealth through carefully chosen investment and retirement planning strategies.

Saving for your future

Most doctors and dentists will have heard of an ISA. In fact, many doctors and dentists already use this tax-efficient savings method as part of a plan for both short-term and long-term savings.

Our five-step guide to what's new with the ISA

1) You can invest up to £15,240 in your ISA for this tax year in any combination of cash and investments

2) Savers will have the flexibility to be able to take money out of their Cash ISA and put it back in the same financial year without it counting towards the annual tax-efficient ISA allowance

3) Any cash or investments held within an ISA are free from capital gains tax when you sell them and there is no income tax to pay on interest and no more income tax to pay on dividend income within your ISA

4) There are no restrictions on how much and when you can withdraw money from an ISA, but you must remember that you only have one annual allowance limit, so if you want to pay the money back in, you must still be within the overall limit

5) The changes, which will come into effect from autumn 2015, will mean that savers who need access to their ISA savings are not penalised if they then want to save more later on that tax year


Of course, ISAs still have rules, such as not being able to have more than one Stock ISA and one Cash ISA open at any one time. We can explain details like this to you as we progress.

At Dental and Medical Financial Services, we always assess our customers' attitude to risk to ensure they are comfortable with any plan put in place – contact us today to find out.

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ISAs - it just got better!

Bigger tax breaks
Larger investment potential
More flexibility
Various options available depending on your attitude to risk


What our clients think

"Darren has wide knowledge of the subject and will provide a best and unbiased advice to match your requirements. He searched entire market for suitable product and best provider to suit individual needs. I will recommend "Darren" to anyone seeking good advice on financial planning."
Katie Wynn, Medical Practice Professional


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Dental and Medical Financial Services Limited are very approachable. Please feel free to contact us using our online enquiry form.


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.


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

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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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