Our Service

We are committed to providing specialist independent financial advice for dentists and have found over the years that personal, face to face advice always results in the client getting a better solution than just purchasing online. So please call us on 0121 685 5060 or email and we'll arrange a time to talk through what you want.

We use the very latest technology to ensure our back office processes are efficient and client data on our web based system is held offsite. Clients also have the potential to access and update if necessary some of their details online.

Here's some examples of how a face-to-face meeting has helped:

Save Money

We've had situations where a client was paying several hundred pounds a month more than necessary due to an increase on a policy taken out shortly after a health scare. By simply re-organising that contract we were able to significantly increase the level of cover for the same monthly premium.

Some clients are over-insured and as a result of a meeting we've been able to save them money rather than just taking out more cover.

Insure yourself as a dentist

We check that the contracts cover dentists for their 'own' occupation so that if they can't work as a dentist - they get paid.

Review your will

I had two examples recently where we realised that at age 60 the amount of life cover was going to reduce even though that wasn't what the client wanted - we were then able to replace some existing policies, up a further policy and arrange cover to age 70.

In one of the above examples I found out that a client had not told his wife what  was in his will. I recommended he discuss the contents with her whilst he could. I then went one stage further and recommended he place some of his life policies in trust for his other beneficiaries as these don't form part of the estate on death.