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Wealth Management for Dentists

Are you fully informed about the Lifetime Allowance limits and how this interacts with your NHS Pension? If not, we can offer expert guidance on this issue.

Have you considered how the new NHS Pension scheme 2015 will affect your retirement plans? Speak to us for an assessment of your retirement planning.

Pensions can be a complex subject with ever-changing legislation. Our personal service ensures we keep all our clients up-to-date with changes to pension and investment legislation, offering guidance on making the most of allowances and avoiding tax penalties where possible. If you like the idea of combining your pensions and investments on one administrative platform then you may benefit from our Wealth Management Account.

Your adviser will always take account of your specific circumstances. For example advice to a practice owner in partnership may be quite different to advice provided to an associate, or for a practice owner who is a company director. You can be reassured that we will know our way round a set of practice accounts and you can expect us to know the NHS Pension scheme inside out.

Our highly qualified team always take care to provide the best quality investment advice, with in-house researchers and the use of specialist technology to ensure we provide the most suitable advice at all times.

The value of investments can fall and you may get back less than you invested. Past performance is no indication or guarantee of future returns.