The dental practitioners who benefit most from our unique financial planning approach:
Own a dental practice.
Are typically aged between 50 – 65.
Value long-term relationships.
Are happy to delegate to free up their time.
Are comfortable with taking advice.
They tend to be struggling with some of the following challenges:
A lack of clarity around the NHS and other pensions.
Concern over their tax liabilities.
Discontent with the non-clinical elements of running their practice.
Preparing their dental practice to maximise sale value.
Planning for a comfortable, or even early, retirement.
A lack of balance between their personal and professional life.
We work with dentists from across the UK and have meeting facilities in Essex, Suffolk and London.
See how our work together has transformed the lives of other dentists like you.
Our core beliefs guide our thinking on financial planning, on business and on life.
Our unique financial planning approach has been designed to help dentists make their retirement as exiting, fulfilling and rewarding as possible. So … what are you waiting for? Let’s do this!
“I have been working with Matthew for the past 5 years now and during that time he has helped me to transform my various savings, investments and pensions into a simple, coherent retirement plan. Matthew’s knowledge of the dental world is invaluable and he has used this knowledge to save me over £140,000 in potential tax charges, not to mention cutting my investment costs in half.”
Adam Copsey, Chelmsford
“As I contemplate retirement Matthew has given me the confidence that I will be comfortable for the rest of my life and that the proceeds from my dental practice will be invested wisely with his guidance.”
David Casey, Dartford
“In just a few short months, Matt has shown me that it is possible for me to seriously consider retirement at least 2 years early – I had been resigned to the ‘usual’ age of 60. At the same time, Matt has significantly simplified and streamlined my pensions and investments, reducing my risk and saving me £1,000’s in costs in the process.”