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You work hard for your money. Make it work harder for you.
We know that dental professionals work very hard every day. Our financial planning is there to make sure that all that hard work is worth it.
Who we work with
Our financial planning is designed specifically for the following groups of people:
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Dental Professionals at the start of their career
Whether it's getting to grips with your financial situation, or you're looking to buy your first home, we can help you get off to a good start.
Successful Dentists looking to plan ahead
We love working with our clients throughout their careers and helping them to navigate challenges and plan accordingly for life's big events.
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Dentists looking to purchase a practice
For many dental professionals, purchasing a practice can seem like a pipe dream. We show you what is possible and help you get there.
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Dental Professionals looking to retire
Without proper planning, approaching retirement can look like a minefield. We build strategies for helping you retire as soon as you can.
Your challenges
The majority of our clients have the following challenges when it comes to their money:
Being self-employed and unable to work through accident or sickness is a scary place to be.
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Not having any plan in place for your future self and not getting to grips with pension planning.
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Not knowing where to start with buying your first property is daunting.
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Where can you go for trusted, impartial advice on financial matters?
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How do you purchase your own practice when you aren't sure where to start?
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Get your dream home.
Retire early.
Protect your family.
Explore the world.
Whatever you're looking to do, our financial planning is there to show you that it is possible and you deserve to be happy.
We help you build a brighter future.
Feel rest assured that you have adequate income protection in place should you become sick or incapacitated.
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Know you have experts on your side helping you get on the property ladder for the first time.
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Your future self will thank you for taking action now and investing in your pension.
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Feel more confident working with a team that know how to navigate the financial system so that you benefit.
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Know when to buy a dental practice because we will explain how the process works.
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Understand your relationship with money having learned how to spend, save and invest.
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Go places you haven't seen, buy your dream home, invest in your career and training, and look after your family.
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Benefit from our specialist connections with accountants, solicitors and agents.
Our Success Stories...
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