Financial Planning for Medical & Dental Professionals

Our Services
Lifestyle Financial Planning for busy Medical & Dental Professionals Lifestyle Financial Planning for busy Medical & Dental Professionals Lifestyle Financial Planning for busy Medical & Dental Professionals

Our team have a wealth of experience

And their knowledge is based on an understanding of the complex issues intrinsic in the financial planning requirements of our clients, e.g. doctors' and dentists' career structures, the NHS superannuation scheme, personal risk management, and wealth preservation.

Why Choose
Medical & Dental?

We will help you organise your financial affairs and develop a comprehensive Financial Plan aimed at achieving your objectives. Our client-focused approach will allow you the control and flexibility to look into your financial future and make the right decisions now in order to achieve your desired outcomes.

  • Be financially better organised
  • Improve your investment returns
  • Reduce tax liabilities
  • Manage financial risk better
  • Avoid running out of money
  • Achieve and maintain your desired lifestyle
No of Happy Clients 270
Total Funds Managed £61,000,000
Most Prolific Job Type Anaesthetist
Client Retention 100%
News + Events

Our team of financial experts are the best in the business and regularly host and attend events throughout Scotland.

Jun 2025

Scottish Dental Show 2025

Medical & Dental are returning to The Scottish Dental Show on 20th-21st June!

events
Jun 2025

Inheritance Planning Seminar (Edinburgh) 27th August 2025

Join our team on 27th August 2025 in Edinburgh for an Inheritance Planning seminar – providing expert insights into inheritance tax planning updates and strategies.

events
Jun 2025

Retirement Planning Seminar (Aberdeen) 17th September 2025

Retirement Planning Seminar: Start to picture your ideal retirement in Aberdeen with Acumen Financial Planning‘s ‘Ready, Set, Retire’!

events

Get in touch and start your financial planning journey today.

Get in Touch