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


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 & 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



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


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