“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

“I have been working with Matthew for many years now and he has always been on hand to handle any financial queries I have whether large or small. His advice in relation to my various pensions has significantly reduced my risk and left me with a simple, manageable retirement plan.

He has introduced me to experts in the dental field who have helped me to value and improve my practice and I am on track for a successful retirement this year.

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.

I can see the light at the end of the tunnel now and I’m looking forward to a life without the stress of the regulation and red tape that comes with running a dental business today. ”

David Casey – Dartford

“After being introduced to Matt by a long time friend and fellow practitioner, I was unsure what to expect. I must say that in the short time that we have been working together, my outlook on my finances and my retirement has changed considerably.

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.

When I first met Matt, I was contemplating another five years in dentistry, now my only problem is working out what to do with my extra retirement years!”

Jem Atherton – London

Our Services

We have spent years designing the ideal package of services to serve dental practitioners.
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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.
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Case Studies

See how our work together has transformed the lives of other dentists like you.
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“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