Specialist Advice
ABOUT US
As Independent Financial Advisers we have been providing specialist financial advice to the Dental profession since 1973.
Our concentration on this profession ensures that we are;
- constantly up to date with the latest relevant product developments within the UK insurance market place
- aware of the individual needs and requirements of our clients
- aware of the detail and importance of the ‘small print’ in policies which specifically affects medical professionals (i.e. AIDS / HIV, OWN occupation disability insurance etc.) These factors can be crucial to the true value of any policy.
- able to provide accurate, technical information on retirement planning (including the interaction of the NHS scheme with any personal pensions, AVC’s etc.)
Our 35 years of specialist experience, with an up to date, complete technical awareness is a major strength in today’s quickly changing financial sector. We offer specialist, independent advices on mortgages, retirement planning, investments (monthly savings, ISAs, PEPs OEIC’s etc) and protection insurances (life, critical illness, income protection, private medical insurance).
In summary our firm offers a truly personal service, specifically tailored to your needs. We travel to see you and can visit you at your surgery or at home in the evening. We operate on either a fee or commission basis – or a mixture of both, whichever you prefer.