Impartial Financial Planners | IFA | Fee Based | Dentists | Doctors
Providing fee based impartial financial planning services, serving dentists & medics throughout the UK
No doubt you’re fully back into work as the nights get colder and darker. I know, but don’t worry, next summer will soon come around The last few months have been hectic. Apart from client work, we have a number of events lined up between now and the end of the year: On October 8th [...]
No matter what stage of career you’ve reached, or even if you’ve retired, there’s a number of key questions that you should be able to answer to give yourself the confidence that you’ve addressed all the important areas of your financial planning. So, today, I’m going to run through the key areas that we run [...]
The 2008 claim statistics for Dentists’ Provident Society’s income protection are available and make useful reading for all dentists. If you are a dentist, it’s likely that you’ve taken out income protection insurance (also referred to as permanent health insurance). In fact, you may have even claimed on your policy. During the last few years [...]
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 [...]
Regular readers of our newsletter will probably recognise the words Cash Flow Forecast (Financial Map or Sat Nav), as we often refer to this when talking about how we help doctors and dentists work out: What they really want to achieve in life? What is this going to cost and when? How does this look [...]
This Q&A has been answered by Amanda Maskery of Sintons solicitors, who specialises in working with dentists. Amanda can be contacted on 0191 226 7878 or click here Q. My accountant has suggested that I consider changing my business structure from self-employed to a limited company. Can you please tell me what I need to [...]
Dental practice sales are still being agreed at an impressive goodwill value of 100% of fee income, allowing some retiring dentists to achieve a golden farewell, despite the economic downturn. This analysis is the result of the latest goodwill survey from NASDA, the National Association of Specialist Dental Accountants (NASDA), and provides evidence that the [...]
Q. I received an email from you a few days ago with a video of the results of a recent survey you conducted. At the end of the video you provided brief details of the ‘Planning Your Ideal Retirement’ (PYIR) programme that you are running in January 2009. What are the details of this and how will I [...]
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 [...]
