Medical & Dental Financial Planners

You can find Medical & Dental Financial Planners on stand h14

Medical & Dental Financial Planners provide lifestyle planning for busy healthcare professionals. 

Established in 2007 and acquired by Acumen Financial Planning in 2018, our team has a wealth of experience. Their knowledge is based on an understanding of the complex issues intrinsic to the financial planning requirements of our clients, such as:

• Doctor and dentist career structures
• NHS pensions
• Personal risk management
• Protection
• Wealth preservation
• Savings and investments
• Retirement planning
• Estate planning.

We will help you organise your financial affairs and develop a comprehensive financial plan to achieve your goals. Our client-focused approach will allow you the control and flexibility to look into your financial future and make the right decisions now to achieve your desired outcomes.

If this sounds like the next step in your financial journey, we would be delighted to hear from you. Arrange a no-obligation consultation with our knowledgeable, independent financial planners today.

Medical & Dental is a trading style of Acumen Financial Planning Ltd, which is authorised and regulated by the FCA, FRN 218745.