UPDATE - 5 January 2021

Further to the latest lockdown announcements, our office will remain closed. The team are all working remotely and remain available by phone or email. Although we are not seeing clients face to face and haven't done so since March 2020, we are all working from home

Read more

Em gv working 4 u dsc03544

Working for you

Our team is focused on working with and helping 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.

The Team
Hand in foreground

Financial Planning

Would you live your life differently if you had a fresh perspective on your finances?

Our Services
Picture of team members

What we do for our clients

We provide a full range of financial services and wealth planning for Dentists.

Our Services
106 tips

106 Money saving ideas for dentists

Click below and we will send you a comprehensive PDF full of ways for Dentists to make the most of their money!

Es gv 1 dsc04212 Button play overlay
Customer working

What our Clients say

Em gv lisa s hands cropped dsc03295 copy

Interested in getting in touch with a Financial Planner?

What are you looking to achieve?

Any information you provide is held in our secure database, We will NOT share or sell your data.