Lifestyle Financial Planning for busy 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.
Financial Planning for NHS Professionals Seminar
Join our specialist team on 23rd April for a relaxed, interactive education session covering all things NHS pensions and financial planning.
eventsSpring Budget 2024 - Pension Tax is Changing
Discover pension tax, lifetime allowance (LTA) removal, and the introduction of new regulatory limits affecting pension savers.
adviceTax Year End Considerations
As another tax year draws to a close, this can prompt a review of some key financial housekeeping to be considered. We have outlined some key points to consider when planning for the end of Tax Year 2023/2024.
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