Dental & Medical Financial Services have been established for 30+ years with a long-standing team of specialists who are skilled and confident in the financial affairs of medical and dental professionals.
Our Client Promise
- An efficient, first-class, professional service while retaining the personal touch
- The benefit of our years of experience and study
- Specialist services tailored to the needs of professionals working in the medical and dental sectors
- A bespoke plan, engineered for your specific requirements, reviewed and adjusted over time
- Research and administration backed up by the latest technology
- Assurance of our confidentiality and trust
Our Business Values
Speaking the same language is important – we make sure we know your profession inside and out
Easy access to your financial information is essential for you to keep informed – we have a Client Wealth Platform to ensure you are just one click away from current data about your financial position
Building and protecting your wealth is at the core of all our Services – we want to help you build your wealth and also protect it for worst case scenarios
THE PROCESS
Here is, broadly, how it works:
1
Initial Consultation
Getting to know you and your family, your personal and business goals and your future plans.
2
Research & Analysis
Taking this information, we research the options available to you using reliable systems for accurate analysis
3
Report Preparation
With the research, we write a bespoke report, tailored just for you, proposing a financial plan
4
Implementation
We then make the necessary steps to put your plan into action with set timeframes for monitoring success
5
On-going Services
It doesn’t stop there. Financial planning is a journey that requires constant attention and review
6
Holistic Planning
Finally, we ensure that you have access to other specialists who can also help you maximise your financial position
KEEP UPDATED
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Phone:
01403 780 770
Email:
[email protected]