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.

Oct 2024

Autumn Budget Update

Don't miss our Autumn Budget update.

news
Oct 2024

Accredited Firm of the Year 2024

We are delighted to announce we have been awarded the CISI Accredited Firm of the Year Award 2024!

news
Sep 2024

Financial Planning for NHS Professionals - We are back!

We are holding two further financial planning for NHS professionals sessions this November!

events

Get in touch and start your financial planning journey today.

Get in Touch