Here is, broadly, how it works:
Initial Consultation – getting to know you and your family, your personal and business goals and your future plans
Research and Analysis – taking this information, we research the options available to you using reliable systems for accurate analysis
Report Preparation – with the research, we write a bespoke report, tailored just for you, proposing a financial plan
Implementation – we then make the necessary steps to put your plan into action with set timeframes for monitoring success
On-going Services – it doesn't stop there. Financial planning is a journey that requires constant attention and review
Holistic Planning – finally, we ensure that you have access to other specialists who can also help you maximise your financial position
There is of course some paperwork, but we aim to make this as pain free as possible.
The Financial Conduct Authority (FCA) regulates the Financial Services industry.
It is top of our list of priorities to ensure that we are always working in line with FCA regulations and in turn this means the advice we provide our clients is 100% sound and compliant.
Therefore, you can rest assured that the whole team at Dental and Medical Financial Services keep up to date with new advances and necessary measures are taken to continually develop our own business to this effect.