Financial
Planning for Dentists
…providing freedom and peace of mind
It’s all about you. Your hopes for the future and what you’d like to achieve professionally and in your personal life. Perhaps you’d like to buy a second home, spend more time with your family, or plan more weekends away? Together, we’ll build a plan that shows you exactly what you can afford – now and in the future.
A financial plan provides the foundations and security to allow you to live life without worrying about money, and make important decisions with confidence and peace of mind.
Former orthodontic practice owners, Howard and Eileen Watkinson explain how bespoke Financial Planning has given them the freedom and security to enjoy retirement.
Take a wider view of your finances.
The Wealthwide Way
Talk about what you want to achieve in life – your hopes and objectives
Gather all the component parts of your financial situation to get a full understanding of your finances
Work together to create a bespoke plan, including what needs to happen to help you reach your goals
Agree on the action points and help you implement any solutions
Decide on whether an on-going service is right for you and if so, update your Financial Plan at least once a year. This keeps your plan up to date with any changes in your circumstances, the wider financial market, and your goals in life.
Financial Planning for Dentists explained…
Chartered Financial Planner Thomas Dickson talks about why having a financial plan can help you make the really important decisions in life.
For more information on our financial planning service, download our brochure.
We’re here to help – feel free to get in touch any time:
0121 685 5060
team@wealthwide.co.uk
“In working with Wealthwide, we’ve gained an understanding of our finances and our whole situation, and that’s helped us live life free from worry. We can make big decisions that give us a better lifestyle, safe in the knowledge that our future is securely planned for.”