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Posts Tagged ‘investment planning’


10 Tips to Achieve Your Financial Goals


Your financial goals will constantly change throughout your lifetime. Your priorities will shift, so your financial strategy will need to adapt. Here are 10 tips to help you achieve your financial goals, no matter what life stage you are in.




Financial Planning for Medical Professionals


For thirty years, Dental & Medical Financial Services have been helping medical professionals in all sectors across the UK, to achieve their financial goals and dreams. How are we different?




News Update: Q3 Tax Planning Tips


October marks the start of Quarter 3 in the tax year. Here are some tax considerations relevant for this time of year.




The Financial Journey of a Medical Professional – from Graduation to Retirement


From graduation to retirement, your financial situation will continually evolve. Whether you’re focused on reducing debt, saving for a home, or maybe even building an investment portfolio, your priorities fresh out of university won’t be the same as when you’re an established professional with years of experience under your belt.




Changes to SDLT – a Tax Planning Opportunity


There’s some good news for those looking to buy property, with Stamp Duty Land Tax (SDLT) changes announced by Chancellor Rishi Sunak in his recent Summer Statement. The news will benefit buy-to-let and second home property investors, along with homeowners purchasing a new private residence and possibly those who wish to transfer property to a […]




News Update: Are You Saving More than Ever Before in Lockdown?


Despite many people struggling and experiencing financial strain due COVID-19, there are also those who are fortunate enough to still be working have actually been able to save money over the past few months.




How Advice Can Help Protect Your Home and Finances


Independent financial advisers are your secret weapon in your financial quest. Advice from your adviser can prove invaluable, and as professionals, they can ask the right questions and think of all the important things that you might not.




News Update: Good News for Buy to Let


For once we can bring some good news for buy-to-let landlords. Over the past few weeks, the outlook for the market has considerably improved. Now might be the time for buy-to-let landlords to review their portfolios to see what new deals can be found.




Financial Stress Due to COVID-19 is Taking its Toll


We’re living through turbulent times. It’s important to take care of your physical and mental health first, but don’t forget to take care of your financial health, too.




Cyber Crime and Scams are Fast on the Rise – Take Care!


In a time where most people are doing their part to keep themselves and others safe and healthy, criminals continue to try to take advantage of the situation. Since lockdown began, criminals have adapted and cyber crime is on the rise. What should you be watching for and how can you protect yourself?




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