Working with a financial adviser can be beneficial to all aspects of your life, and good financial advice will help you feel confident in your future – which can change your life.
This does not constitute advice and advice should be sought in all instances before acting on it.
How have we changed lives?
When you feel confident and in control of your finances, it provides you with peace of mind.
When we advise clients, we can take a holistic approach to your financial strategy by looking at the bigger picture to make sure all areas of your plan work together to help you achieve your financial goals.
But even if you are looking for specific help with wealth management, planning your wealth protection strategy (income protection, critical illness cover, and life insurance), or perhaps help with saving or finding a mortgage, we can help you build the right strategy.
The longer you work with an adviser, the better advice you’ll receive. A partnership with an independent financial adviser that spans your entire career – from graduation to retirement – means you’ll get the advice you need specifically at that point in time.
“We have sought the services of Darren Scott-Guinness for more than ten years and we have always been very happy with the advice he has provided our family. Darren is very personable, professional and is proactive in helping us achieve our financial goals; we have absolute confidence in his advice and would have no hesitation in recommending him to others.”
Sanjiv Jari, Consultant Knee, Lower Limb & Orthopaedic Sports Medicine Surgeon at TheKneeDoc
Are you trying to pay off loans or other debt quicker? Do you need advice on setting up an investment portfolio or figuring out the right ways to protect your wealth with things like critical illness, income protection, or life insurance policies? Maybe you need guidance on creating a will or planning your inheritance?
Our clients are grateful for the full range of advice that we can provide – from protection planning to retirement and pension strategies.
“Dental and Medical Financial Services helped me put into place a retirement plan and gave me a full pensions overhaul. Thanks to the advice received, I now have high hopes of a comfortable retirement.”
Ms Olaitan, Consultant Gynocologist
It doesn’t all have to be tackled at the same time, though. An adviser can help you prioritise which areas to focus on and advise on how to successfully balance multiple goals at once and even provide guidance for both personal and business endeavours. Being set up for success is a great feeling and financial advisers aim to do just that.
Can we help you too?
We’re in the midst of a major financial crisis, the likes of which we haven’t seen in a long time. It might have set people back in the process of attaining their goals, but for others, it might have derailed their plans entirely.
Ensure you continue to build and protect your wealth, even through tough times. Schedule a time to meet with us today.
Want to build & protect your wealth?
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.