Rather than keep all our knowledge trapped inside our heads, we’ve published a number of financial planning guides for doctors and dentists. You can find a full list below with direct links to the pdf downloads. Simply right click on each link and save to your hard drive.
We hope you find them useful!
How To Avoid The 7 Most Common Retirement Planning Mistakes
Our most requested guide, learn how to plan for your future with confidence. Based upon real scenarios that we’ve experienced with our clients.
Advanced Investment Strategies
You will have heard about pensions and ISAs and may be wondering where else you can invest. This guide explains your options and the risks involved.
Getting Financially Organised – 49 Tips To Save Time and Reduce Stress
Are you organised? Are all your financial affairs arranged in an easy to find, orderly fashion? These straightforward tips could make all the difference!
How To Use Your ISA Allowance – A Step By Step Guide
If you think an ISA is an investment, this guide is a must read. Discusses how the plans work and how to choose the right ISA for you.
How To Buy The Right Life Assurance – A Step By Step Guide
Covers the basics of life assurance and helps you work out how much cover you need, including how to avoid the pitfalls along the way.
Private Dentists – How To Plan Your Ideal Retirement
An exclusive guide for all full and part time private dentists. Provides tips and strategies pre and post retirement, including how to choose the right investment plan and how to take your retirement pension income.
Pensions Simplification – The New Rules for Doctors and Dentists
Explains the changes that were made to pensions legislation in April 2006. Will ensure you know enough not to be bitten by any onerous tax charges in the future.
