Our main focus is to work with and help dentists in the UK. We’ve specialised in advising associates and principals since 2000 and we’re now one of the UK’s leading Financial Planners in this sector.
Clear, concise and honest information which is explained in basic English so that I can understand the financial terms and relate it to my financial needs….. looked after my business and family’s financial welfare over the last 10 years and I have found him to be more than reliable and uses factual – up to date information. In fact his approach is of a high professional standard who has additional values such as being sincere and understanding. His staff are approachable and always at hand …
Senior Partner (Morris & Co | Chartered Accountants)
I rate Essential Money and I really like Essential Money because I know that if I recommend a client to them that the client will get a good service from a firm that has got depth and breadth of knowledge in the dental profession. They're not just a firm of IFAs, they know about their clients and they know about their clients' business. I get constantly good feedback from clients I've recommended.
... have really taken the time to get to know our personal financial goals/vision and assist us in all aspects of financial planning. They have always been upfront/transparent about their charges and provided us with considerable savings .. with the added benefit of a better level of protection. ...the office team are always on hand to deal with queries, they respond to emails promptly and professionally too. I would not hesitate to recommend Essential Money to my professional colleagues and my family.
Our clients are Associates and Principal Dentists as well as those that have retired.
We also work with a number of Orthodontists. With a detailed understanding of the NHS pension scheme and dentists' career structure, we work hard to help dentists get the most out of their money.
We have qualified and regulated advisers who have been advising clients with their finances for many years. As a result we also have a number of clients that are not dentists, so apologies to any existing clients reading this and feeling a bit left out!
Our expertise and relationships in the dental sector however, does give us a great opportunity to advise UK dentists.
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