The everyday demands of running a busy dental practice can take your focus away from achieving your personal financial goals and establishing financial security. We understand the many complexities of your profession.

When it comes to your dental practice, you may be considering:

  • Financing its purchase
  • Providing an auto enrolment compliant Employer Sponsored Pension Scheme for your staff
  • Ensuring you have locum cover in place*
  • Key person assurance
  • Creating a business exit strategy*

Alternatively, for you and your family you may want to discuss:

  • Maximising NHS retirement planning opportunities
  • Efficient tax planning
  • Maximising investment opportunities
  • Protecting your income

We will work closely with you to develop an understanding of your dental practice before creating a bespoke financial plan that will help you achieve the lifestyle you aspire to.

Additionally, we work alongside complementary advisers, such as solicitors and accountants, in order to provide a comprehensive approach to financial planning.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Locum cover and business exit strategies may include products and services that are separate and distinct to those offered by St. James's Place.

Got a question?

If you would like to speak to us about something particular, or wish to find out more about the specialist medical advice services we can offer, please get in touch.