We operate a simple, transparent fee structure that operates at the two key stages in the advice process:
Fee for Initial Advice, Analysis, Recommendations and Implementation
Towards the end of your exploration meeting, we will be in a position to quote a fixed fee to you which will cover the cost of our initial programme of meetings, our financial planning advice, analysis of your existing plans, our detailed recommendations and the implementation of those recommendations.
Your fee will be based on the expertise that you require, the time we estimate it will take to compete the work for you, the risk that the case presents and the value that we feel we can add.
Fee for Our Ongoing Financial Planning Relationship
We will quote a fixed monthly fee to provide your ongoing financial planning service. These fees can be collected via direct debit or taken from your pension or investment plans if you prefer.
We have spent years designing the ideal package of services to serve dental practitioners.
See how our work together has transformed the lives of other dentists like you.
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.”