Our unique financial planning approach is made up of five distinct stages. We always make sure that each stage gets the time it deserves, before we move onto the next.
Let’s stop, think and explore what’s really important to you... Then, when we’ve uncovered that, let’s see what money is needed to get you there...
LET'S SEE WHAT'S POSSIBLE...
Let’s examine the wealth that you‘ve gathered… and check whether that’s enough to create the future you want. Let’s see whether your dream could become reality!
LET'S RE-WRITE THE FUTURE
Now we know what’s possible... let's map out precisely how we are going to get there...
LET'S DO THIS!
Now we have our plan of action...
LET'S KEEP ON TRACK…
Now your money is working just how you need it too...
Today is the day… contact us now to find out how we can help you.
See how our work together has transformed the lives of other dentists like you.
We have spent years designing the ideal package of services to serve dental practitioners.
Our core beliefs guide our thinking on financial planning, on business and on life.
“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.”