Dentists

The demands of running a busy dental practice are tough. They can distract you from your financial goals. I understand the complexities of your profession.

When it comes to your practice, you might be thinking about:

  • Financing its purchase
  • Providing an auto enrolment** compliant Employer Sponsored Pension Scheme for staff
  • Making sure you have locum cover in place*
  • Key person assurance
  • Creating a business exit strategy*

For you and your family, you might also want to chat about:

  • Maximising NHS retirement planning opportunities
  • Efficient tax planning
  • Maximising investment opportunities
  • Protecting your income

I will work closely with you to develop an understanding of your practice before putting together a bespoke plan to help you achieve the lifestyle you want.

I also work alongside advisers such as solicitors and accountants, to provide a comprehensive approach to financial planning.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Locum cover and business exit strategies may include products and services that are separate and distinct to those offered by St. James's Place.

**Auto-Enrolment products are not regulated by the Financial Conduct Authority.

Got a question?

If you would like to speak to me about something particular, or wish to find out more about the specialist medical advice services we can offer, please get in touch.