Financial Planning for Dentists

Just had an excellent day with the Inspired Users Group at the National Motorcycle Museum. This was a group of 120 Independent Financial Advisers all using the Truth financial planning software and sharing ideas on Financial Planning. For those clients that have not had a chance to see this in action, I look forward to showing you at your next annual planning meeting.

I was also invited to talk for 30 mins to the group on why and how we put seminars on for dentists, so many thanks to Prestwood for that invitation and to M62 who helped put the PowerPoint presentation together in record time.

Really encouraging to see the main focus and emphasis of the group which reflects our own view, which is that "provided we help clients get what they want, we will be able to get what we want." Great to be part of a group of IFAs that focus on helping clients create the lifestyle they want. Quite a unique job really isn't it?