Financial Planning for Dentists Removing the stress from financial planning…

At Wealth Matters we believe that holistic financial planning and advice can add significant value to dentists. It is because of this belief that we provide a tailored service designed to create real value for our dentist clients. We have been working with dentists for over six years now.

It can often feel like a real chore to sort out your finances – nobody really likes filling out forms and we completely understand that many financial products in themselves can appear quite dull. It can also be time intenstive and stressful running a busy dental surgery. We understand that after a long day rearranging your clients’ teeth, the last thing you want to do is rearrange your finances.

However, planning for your financial future is important and working with the right advisers can alleviate your concerns. We aim to remove the stress that money worries can bring, by doing all the leg work for you, helping you understand all of your options and then giving you trustworthy and completely impartial advice to help you on your way towards financial freedom. Our job is to help you make money, saving money (and tax) and preserve your current wealth.

Financial matters that we can help you with:
Financial Product:	Better known as:
Locum Insurance Cover	Business Protection for Health Professionals
Pensions	Saving, tax efficiency, for your retirement
Savings and Investments	Investing wisely for your future
Professional Indemnity Insurance	General insurance for your practice
Income Protection	Protecting against loss of income
Life Insurance and Critical Insurance Cover	Covering the what ifs and contingencies
Mortgages	Buying or remortgaging your home
Inheritance Tax Planning	Protecting your wealth from the tax man.
Will writing	Right money > Right person > Right time
School Fees Planning	Giving your children the right education

We can help you answer the following questions:

What if I am sick and unable to work?  Can I get locum cover and income protection?  What happens if I am ill or injured? Can I insure against this?  How much can I pay into a pension?  What is the most suitable mortgage product for me?  Can I get practice funding?  Can I apply for an Enterprise Finance Guarantee (EFG)?  How best can I save for the future?  How can i mitigate Inheritance Tax?  What products should I use and how much is enough?

"I've used Wealth Matters for both my personal and dental practice financial advice for the last 5 years. Their professional advice was originally used solely for personal mortgage and pension matters. Due to the excellent service received this was extended to include advice and financial planning when purchasing my dental practice. Wealth Matters liaised personally with my bank to facilitate a seamless acquisition. The friendly and skilled personnel have always been available to deal with any requests promptly and efficiently. I would recommend Wealth Matters to any dental practitioner needing professional expert advice and guidance. Their service is exceptional and the financial advice received to date has been invaluable."

Speak to Wealth Matters and we will help you devise your financial plan, giving you peace of mind.

....because Wealth Matters

The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.