Regional Manager | Specialist Financial Advice To Dentists
CurrentI have been working in the banking and financial planning sector for over 35 years and have developed a highly specialist knowledge of financial planning for Dentists and Medics over the last 18 years at Wesleyan. I manage a team of Financial Consultants that will work towards gaining an understanding of your situation, discussing your goals, attitude to investment risk and presenting bespoke solutions. Services include:• All aspects of commercial and personal protection• Commercial loans and personal mortgages• Pre and post retirement advice, including the NHS pension scheme• Annual Allowance and Lifetime Allowance• Savings and Investment advice using market leading funds, with proven financial strength• Estate planning and Inheritance Tax mitigationWe offer our services to those working in the Dental and Medical profession based in the South, who would benefit from a specialist and bespoke financial planning service. We have been helping Doctors and Dentists plan their finances for over 140 years and our Financial Consultants only work with these professions, so they are trained to understand your career path and financial priorities. We analyse your current financial situation, appraising your income, outgoings and existing arrangements so that we can help you structure your goals and highlight future needs. We have searched the marketplace and selected a panel of products to suit the needs and aspirations of our clients. Our in-house investment managers have been together for 20 years and in that time they’ve helped us become the only UK life assurance company to have achieved a 10 out of 10 rating, ten years in a row, from respected industry analyst Cazalet Consulting.In addition, I’m always interested to hear from financial advisors based in the Midlands, Wales or the South. I am ideally looking for experienced people who have worked with high net worth clients and have a good understanding of all aspects of financial planning.
