Pensions
Leaving Employment or Facing Redundancy? What Are Your Pension Options?
Changing jobs or facing redundancy? Understand your options for an old company pension, from leaving it where it is to a refund, a PRSA or a Personal
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A dedicated team of financial advisors
Specialist financial advisors for dentists
We have a dedicated team of financial advisors with years of experience in working with dental professionals.
Whether you are a principal practising alone, in partnership, in an expense-sharing arrangement or through a company, or an associate, we have the expertise to ensure that your financial planning is handled with skill and clarity.
Financial efficiency
Financial matters for dentists
We aim to provide a clear and effective plan to improve your financial efficiency. We’ll guide you through financial planning for dentists, showing opportunities to build and protect your wealth so that you can plan with confidence for the future.
We fully explain financial matters for dentists and clearly set out your financial plan and the options available to you.
Once we commit our service to you, we will look after all aspects of financial planning and retirement planning — it is a holistic package. We provide you with a complete and whole financial plan that takes into account both your professional and your personal financial motives and helps you achieve them.
For principals
Principals
Our specialist team of financial advisers will, as a matter of course:
- Give you a clear picture of your financial performance and position.
- Discuss and explain your financial position with you in a face-to-face meeting, together with any other planning needs.
- Build a tailored financial plan covering pensions, investments, protection and retirement.
- Be there to provide day-to-day support. We build lasting relationships with our clients, so our fees are fixed and include ongoing support.
From the blog
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Financial Planning
How Interest Rate Changes Affect Your Financial Plan
Interest rate moves reach further than mortgage repayments. How they touch savings, investments, pensions and business borrowing, and what to review when they
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Investments
Investing During Economic Uncertainty: Why Staying the Course Matters
Why moving to cash when markets fall often costs more than it saves, and the questions worth asking about your investment strategy during uncertain periods.
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