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Chartered Financial Planners - Wealth Management for dentists

Our Chartered Financial Planning service and Wealth Management advice is fully independent and our services are tailored to the needs of dentists.

The financial advice we provide is wide-ranging and includes:

  • Wealth Management for dentists- pensions and investment portfolio management
  • Income drawdown and SIPP advice
  • NHS Pension review
  • Annual and Lifetime Allowance issues
  • Occupation specific income protection for dentists
  • Practice Finance

We give clients the benefit of our experience and specialist knowledge. For example a retirement planning review will automatically benefit from a NHS pension analysis.

To get things started we recommend an initial discussion by phone or email. You will be allocated a dedicated adviser to look after all your financial planning needs. A key advantage of using PFM Dental is that your adviser has access to our other specialist teams within our Practice Valuations, Practice Sales and Chartered Accountancy departments. So whatever career stage you are at we can offer a comprehensive service.

Wealth Management

PFM Dental are leading wealth managers for dentists. Wealth management services include a specialty in pension drawdown for dentists and investment portfolio management for dentists. we use award winning platforms to ensure your pensions and investments are managed effectively.

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Practice Finance

We can arrange finance for your practice purchase and help ensure you get the best rates and terms. PFM Dental are members of the NACFB (National Association of Commercial Finance Brokers) and have excellent links with the key lenders in the healthcare sector.

Insurances

Occupation specific Income Protection is a top priority for many dentists. Our independent review service will identify the most competitive cover available. PFM Dental also advise on Life and Critical illness cover for your dependents, mortgages, practice loans and partnership protection.

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