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Who We Work With

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Who We Work With

With many years of industry experience, here at Dental Medical Financial Planners we serve a varied client base of dentists and doctors across the UK. They are usually established in their careers and are working in either the NHS or private practice, or in some cases a mixture of both.

Our clients’ backgrounds and disciplines are wide and varied, from Dental Principals and Associate Dentists, to Hospital Consultants and General Practitioners (GPs). They have usually accumulated a number of financial policies over the years and have assets such as property, bonds, pensions and equities (shares).

If you possess some (or all) of the following attributes, you are likely to receive the greatest value from our professional services:

  • You have investable assets (including pension funds) of at least £100,000
  • You earn at least £75,000 pa
  • You are 35 to 65 years old
  • You are prepared to seek professional advice and you are able to make decisions
  • You are serious about making smart choices with your money
  • You have important financial goals that you need to achieve
  • Your attitude towards investment risk is neither extremely cautious or extremely adventurous
  • You have at least a basic understanding of personal finance but appreciate the value of good advice
  • You are nice to work with, have a good sense of humour and are polite!

We dedicate a significant amount of time with prospective clients to check our compatibility and ensure we are right for each other. If, on meeting, we feel that there are reasons why a complete planning service would not improve your financial planning, we will tell you so and the reason why.

For further information about any of our services, or to see how we can help you, don’t hesitate to give us a call our complete our contact form today.

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