Who We Advise


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 (Independent Financial Adviers) IFAs in this sector.

We’ve asked Don & Helen Robertson, Principals of The Whitehouse Dental Practice in Sutton Coldfield to explain their experience of working with us.

Our clients range from Vocational Dental Practitioners (VDPs), Associates and Principals to retired Dentists. 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.

Our qualified and regulated advisers have been advising clients on 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.

Proud to be members of the Association of Specialist Providers to Dentists since 2004