Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
We held a Retirement Seminar for dentists at our office recently. This being part of an ongoing series of educational talks and workshops to several groups of dentists in the north, and which also takes us to North Wales next year. It was good to see familiar faces in attendance, as well as new, with [...]
Q. I keep reading articles about people gifting money to their children. The thing that struck me was that it seems to be far more common to gift money even though the donor may only be in their 50s or 60s. Is this a trend that you are noticing? A. Yes it most definitely is [...]
A post by Ray Prince, Certified Financial Planner Ray Prince has worked as a Financial Planner since 1994 and specialises advising medics and dentists throughout the UK. His passion is working with and helping clients who want an unbiased view as to how they can achieve their lifestyle and financial goals and objectives. To find [...]
Q. I’ve been doing some online research as I want to use the services of a professional to help me make some important financial decisions. However, there are so many different types of ‘adviser’ that I’m unsure who to turn to. Can you explain how it all works? A. You’re quite right, it can appear to [...]
This week’s Q&A is more in depth than usual and follows a ‘conversation’ style. Q. I guess something I have been considering is my retirement from general dental practice at age 58-60 while I still enjoy it and before my health suffers. I am currently 52 (53 in May) and in good health. I will have an [...]
This article was written by Simon Hocken of Breathe Business and first appeared in their newsletter. You can subscribe here. The bad news keeps coming from many financial institutions, household names, both here and across the pond. A case of many chickens coming home to roost and hindsight being a wonderful thing. Interesting times. I [...]
When we meet new clients and agree to work together, the number one aim we have for them is that they achieve their monetary and non-monetary goals in life. You have probably heard us discuss some of the component parts to this, such as cash flow forecasting and smarter investing etc. However, one of [...]
Arun Mehra recently discussed two very important topics in his newsletter, so we thought you’d appreciate reading from them if you missed it. Take it away Arun… Is the UK Dental Economy in Trouble? This summer has not only been doom and gloom weather wise in the UK, but also economically challenging. We have [...]
If you’ve not heard yet, you only have a few days left to organise your Enduring Power of Attorney. Officially, you have until September 30th to get it in place, at which time EPAs will be replaced by Lasting Powers of Attorney. If you lose mental capacity because of dementia, you will need someone else [...]
We exhibited at the World Aesthetic Congress in London, June 8 -9. It was great to meet up with some old (as they say) faces and to make some new contacts. Here’s a couple of photographs of the event: Here’s me, Ray Prince and my colleague Graeme Urwin in front of our stand. Here’s me and Arun Mehra [...]
