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Tel: 01403 780 770

Building and protecting your wealth

How Can We Help? Consultations at a Time to Suit You

Even without a global health crisis, dental and medical professionals normally have hectic schedules. Managing finances is important, but realistically, when do you have the time to educate yourself on topics like mortgages, tax planning, savings and investments, and wealth protection?


This does not constitute advice and advice should be sought in all instances before acting on it.


It’s times like these when a little extra support can go a long way. A professional partner who you can rely on to help you with your finances can make all the difference.


If you are worried about your finances and don’t have time to oversee your own affairs, we’re here to help.


How can we help you?

As financial experts, we specialise in helping doctors and dentists and know exactly the kind of assistance you need.

Over time, we’ve built relationships with insurers, lenders, and investment platforms, which means we know the right people to help get the job done.

If you need assistance with a mortgage, we’ve developed those connections as well and can help you through every step of the process. We take pride in the relationships we’ve forged and enjoy working with trusted partners and valued clients.

In times with pressing deadlines, we strive to touch base with all of our clients that require help by opening up our availability even more and prioritising clients that are dealing with said deadlines.


Time is running out to secure life cover due to COVID-19 so we’re ensuring everyone wishing to review their coverage is taken care of.


Likewise, at the end of the tax year when pensions and ISAs are top of mind, we endeavour to meet with clients to help them maximise savings and stick to their financial goals.


We’re available to talk around your schedule

With over 25 years of experience working with doctors and dentists, we understand how difficult it can be to arrange meetings during working hours. And with the current stressful time, we know you need flexibility now more than ever.

Which is why we’re happy to make ourselves available to our clients whenever they’re free. Whether that means the only time to meet is at night or on the weekends, our priority is our clients.

Especially now, with healthcare workers putting in overtime and working odd hours, we’re happy to accommodate consultations over the phone on your time. You can also reach out with any questions and receive a reply in a timely manner.

Don’t hesitate to contact us whenever you’re in need of financial help – we’re happy to help — on your schedule.


We’re here and ready to help.
Investments | Financial Planning | Retirement | Save Tax | Protection |

Dental & Medical Financial Services have been helping doctors and dentists to build and protect their wealth, whilst saving tax for over 25 years.
Call Darren to discuss your options.

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Tel: 01403 780 770

 

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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

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