Welcome to our brand new Dental & Medical Financial Services website. We took the mantra “new year, new you” seriously for 2022 and refreshed our site to provide an even more valuable resource for you so you continue to receive the efficient, first-class professional service that you’re used to. Take a look at what’s new.
This does not constitute advice and advice should be sought in all instances before acting on it.
Refreshed design
As well as a brand new look, we’re also debuting a brand new logo. The user-friendly design incorporates more images throughout the site so you can easily navigate to the content you want to see.
An all-new look blog
As well as a new look site, we’ve also introduced an all-new look for our blog. You can also receive reminders on daily blogs and special content for medical and dental.
Take a look at the blog.
Easily find financial guides and factsheets
If you’re a fan of our Financial Guides and Factsheets and blog updates, you can now use the easy filtering system to help you find the information you need. Plus, all relevant content is also available via the feeds on the corresponding service page so you can delve deeper into topics that interest you.
Keep track of your finances with our client login
Our Client Wealth Platform, designed to assist you in being financially successful and in control of your financial future, is now just one click away – view your investments, policies, mortgages, and other financial information, securely and instantly from anywhere in the world, on any device. Besides providing a consolidated view of your wealth, you’ll find links to your providers for easy, organised management.
Get in touch
Even though our site has undergone changes, our services remain the same. We still have years of experience and knowledge of the dental and medical industries and research backed by the latest technology that will help you build a financial plan tailored to your individual requirements. And we’re still dedicated to both creating and reviewing your plan on a regular basis in an effort to build trust and confidence in us as financial partners. If you’re looking for financial specialist advice, don’t hesitate to contact us today.