Dental & Medical Financial Services

Dental & Medical Financial Services have over 30 years of experience in building and protecting the wealth of medical professionals.

Our expertise covers all areas of financial planning, including the complex financial issues that many medical professionals and faced with during their personal and professional life.

Our core IFA services for clinicians encompass: 

• Mortgages and BTL’s
• NHS pension planning advice
• Sipp’s & ISA’s
• Ltd. Company investments
• Wills, IHT and estate planning
• Tax planning
• Tax Efficient Life insurance and Income protection
• Critical illness 

Our overall focus it to build and protect your wealth, plan a comfortable retirement and leave your wealth in the right hands.