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Wealth Management

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.

    Wealth Management Services

    At Dental Medical Financial Planners, the aim of our Wealth Management service is to help you build and manage your investments in the most tax efficient way. We provide investment management advice to dentists and doctors throughout the UK so they can invest their money wisely and enjoy a comfortable future.

    As you may have already experienced, one of the most difficult tasks any investor faces is deciding where to invest their money and which funds to invest in. There are thousands of funds offered by hundreds of investment companies so the task requires a fair amount of knowledge and skill to get it right. 

    And it doesn’t stop at funds, there’s also buy to let property, as well as alternative investments such as commodities.

    Your Wealth Management – The Next Step

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

    To find out more about our Wealth Management service, don’t hesitate to give us a call or complete the enquiry form today and a member of our expert team will reply to you within 24 hours.

    The value of investments can go down as well as up and you may get less back than the amount invested. 


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