“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.
I have accelerated my plans to sell my practice, giving me more time to do the things that matter, and the best part is, I am about to enter retirement free from financial worries.
Matthew has helped me put a clear roadmap in place for my children to follow when i’m gone, which not only saves them hundreds of thousands in tax, but protects my legacy as well.
Not only do I feel more relaxed about my retirement, with my finances firmly in order, but we have decided to build a new home to enjoy it in too!”
Adam Copsey – Chelmsford