Tel: 01403 780 770

Building and protecting your wealth

To discuss your options, contact Dental & Medical Financial Services

HOW WE WORK

With 25 years experience we have our service fine-tuned.
The process

Here is, broadly, how it works:

Initial Consultation – getting to know you and your family, your personal and business goals and your future plans

Research and Analysis – taking this information, we research the options available to you using reliable systems for accurate analysis

Report Preparation – with the research, we write a bespoke report, tailored just for you, proposing a financial plan

Implementation – we then make the necessary steps to put your plan into action with set timeframes for monitoring success

On-going Services – it doesn't stop there. Financial planning is a journey that requires constant attention and review

Holistic Planning – finally, we ensure that you have access to other specialists who can also help you maximise your financial position

Getting you signed up

There is of course some paperwork, but we aim to make this as pain free as possible.

Download our Terms of Engagement.

A key focus on compliance

The Financial Conduct Authority (FCA) regulates the Financial Services industry.

It is top of our list of priorities to ensure that we are always working in line with FCA regulations and in turn this means the advice we provide our clients is 100% sound and compliant.

Therefore, you can rest assured that the whole team at Dental and Medical Financial Services keep up to date with new advances and necessary measures are taken to continually develop our own business to this effect.


Meet the Advisers

With over 20 years experience our advisors can help you meet your business and personal goals.


Who we Help

All our clients are doctors and dentists, just like you. As specialists we know your industry inside out.


Info & News

Make this the place you visit to keep up to speed with business and financial news for your sector.


Contact Us

Wherever you
are in the UK we can help
you build and protect
your wealth.

Get Connected

To our specialist team

Tel: 01403 780 770
Email: info@dentalandmedical.com

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COOKIE POLICY | PRIVACY POLICY | DISCLAIMER


Dental and Medical Financial Services Limited is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Company registered in England no. 9158580 Registered office: 1 Market Square, Horsham, West Sussex, RH12 1EU

The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk.

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