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Dental & Medical Financial Services

At Dental Medical Financial Planners, our financial planners work closely with dentists and doctors throughout the UK who are looking to improve and protect their financial position and secure a comfortable future.

We value planning before products to ensure you reach all of your financial and lifestyle goals and have built a strong reputation for our personal, professional manner.

Our Six Step Approach:

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1. Clearly decide what your lifetime goals are, financial and non-financial

We will work closely with you to discuss your aims and needs.

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2. Find out if your current planning will help you achieve your goals

We will assess your current plan to see whether it is performing in line with your goals and will analyse your spending habits to see where your money is going.

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3. Find out what you need to do to reach your goals

Our Comprehensive Financial Planning service will establish how you can achieve your financial goals and when they can be achieved.

 

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4. See if you have the necessary resources to do this

We will then determine whether you have the resources (money) to implement these steps.

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5. Take action on your future

Help you take action and implement the plan, assisting with any paperwork (as and when required).

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6. Update your planning annually

We meet with you every year to ensure your planning is ‘on track’.

For further information about any of our financial services for dentists or financial services for doctors, don’t hesitate to get in touch today. Simply give us a call or complete our contact form and we will respond to you within 24 hours.

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