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Financial Planning

Request Your Free 30 Minute Financial Audit

    Whilst the information you are submitting on the enquiry form will only be used to contact you, we would strongly recommend that you view our Data Protection Statement before you proceed.

    Financial Planning Services

    It’s often said that successful financial planning is having the money and resources available to you when you need it, and this is what our Comprehensive Financial Planning service is designed to accomplish for you. It’s also often referred to as finding out the ‘truth’ about your money.

    This can obviously be interpreted in many different ways, but for many it includes:

    • When can we retire?
    • Will we ever run out of money?
    • How much do we need to give us the lifestyle we want?
    • Can we afford to send our children to private school?
    • Will we be able to fund nursing care costs for us / our parents?
    • Can we afford to help our children get on the property ladder?

    Once you’ve experienced our Comprehensive Financial Planning service, you should have a much clearer understanding of how you can achieve your financial goals and when they can be achieved.

    Your Financial Planning – The Next Step

    This service is fee-based (fixed fee) and the amount is always agreed prior to any work being undertaken.

    We help dentists and doctors protect and improve their financial position so they can turn their retirement dreams into a reality. To find out more about the Comprehensive Financial Planning service, please give our financial planners a call or complete the enquiry form and we’ll reply to you within 24 hours.


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