New Life Financial Planning was founded with one aim, to help dentists plan and live their ideal retirement.

The inspiration for the business came from a very difficult, life threatening experience for founder, Matthew Smith (read more here).

From the very start, we have set out to do things differently. We believe that financial planning should be about life and not just about money.

We believe that after a long career, all dentists deserve their ideal retirement.

Long-term relationships provide the foundation for our business. That’s why each of our clients has their own Chartered Financial Planner who aims to support them throughout their career, retirement and beyond.

We divide our time between our offices in Suffolk and meeting facilities in London and Essex and deal with dentists from across the UK.

Our Approach

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!
New Life Financial Planning - Read More

About You

We love to work with forward thinking dentists who want to lead great practices, create their ideal retirement and leave a legacy for the future. Find out more about the clients’ that we help.
New Life Financial Planning - Read More

Our Services

We have spent years designing the ideal package of services to serve dental practitioners.
New Life Financial Planning - Read More
“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.”
Jem Atherton, London