Senior Financial Consultant
CurrentSenior Financial Consultant covering the East Anglia region. I advise Dentists and their families to help them build and protect wealth for lifelong enjoyment. As a holistic adviser, my advice includes (but is not limited to): Providing insight into the NHS Pension SchemeHelping clients invest and save for the future to achieve their financial objectivesAdvising on Income Protection, Life Insurance and Critical Illness Cover to ensure clients have the right protection in place at the right timeHow to mitigate against pensions Lifetime Allowance and Annual Allowance charges Assisting clients in understanding the complexities and subtleties of differing business structures and how to overcome common pitfalls to sound financial planning. In addition, I have developed relationships with other specialist dental advisers including NASDAL Accountants and Lawyers to help our clients source the best advice in all aspects of their career.I am keen to support the work of the BDA, LDC's, Postgraduate Institutes and individual practices in providing verifiable CPD sessions, supportive seminars and sponsorship of relevant events.