Financial Planning for Medical & Dental Professionals
Our Services
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
News + Events
Our team of financial experts are the best in the business and regularly host and attend events throughout Scotland.
Retirement Planning Seminar (Aberdeen) 25th February 2026
Retirement Planning Seminar: Start to picture your ideal retirement in Aberdeen with 'Ready, Set, Retire'!
eventsWhat type of income do you want at retirement?
Choosing the right retirement income isn't a 'one-size-fits-all' approach. Some retirees seek guaranteed income, while others value flexibility to adapt their spending over time.
adviceInheritance Planning Seminar (Edinburgh) 3rd December 2025
Join our team on 3rd December 2025 in Edinburgh for an Inheritance Planning seminar – providing expert insights into inheritance tax planning updates and strategies.
events